Scope of Services

CANNABIS/HEMP BUSINESS INSURANCE

  • Commercial Insurance
  • Property and Liability
  • Workmen's Comp
  • Directors and Officer Liability

BUSINESS AND SUCCESSION PLANNING

For many business owners, achieving personal financial freedom depends on perpetuating a business and converting its value into financial assets. Our advanced sales team and case designers suggest programs that can meet multiple objectives. 

ESTATE CONSERVATION AND CHARITABLE GIVING

Changes in estate tax have the potential to create massive uncertainty. Without coordinated planning, the largest estates continue to face potential estate tax impact. In conjunction with your tax and legal advisors, our team can help you prepare for potential estate tax impact, charitable giving programs and asset transfer structures. 

SPECIAL NEEDS PLANNING

Planning for dependents with special needs can be complex, and every plan is unique to the family. This type of planning requires experience, knowledge, and access to resources. Trained Special Care Planners coordinate a team of advisers and advocates, including: qualified attorneys, non-profit organizations, and service providers. 

Find out more

PERSONAL PLANNING

Family Protection

Life Insurance, Disability Insurance, and Long-Term Care Insurance 

BUSINESS PLANNING

Executive Benefit Plans

Deferred Compensation, Split Dollar Bonus Plans and Corporate Owned Life Insurance 


Business Continuation

Business Overhead Insurance, Disability Buyout, Buy-Sell Arrangement Funding and Key Employee Insurance 


Employee Benefits Products

Managed Care Medical Benefits, Dental Benefits, Vision Care Benefits, Flexible Benefit Account, Group Life Insurance, Short-term & Long-term Disability Income Insurance, and Group Long-Term Care Insurance.