About Us
About Us
INSURANCE AND FINANCIAL SERVICE PRODUCTS
1. Property & Casualty
1.1 Auto
1.2 Home & Renters
1.3 Umbrella
1.4 Small Business
1.5 Habitational
1.6 Boat
1.7 Motorcycle
1.8 Motor Home
1.9 Mobile Home
1.10 Commercial P&C
1.11 Workers’ Compensation
2. Life Insurance/ Annuities/IUL
2.1 Term Life
2.2 Whole Life
2.3 Universal Life
2.4 Indexed Universal Life 2.5 Critical Illness
2.6 Accidental Death
2.7 Disability
2.8 Group Term
2.9 Fixed Annuities
2.10 Advanced Market Life Solutions
3. Financial Products
3.1 529 Plans
3.2 401(K) Plans
3.3 Variable Annuities
3.4 Roth IRAs
3.5 SEP
3.6 Simple IRAs
3.7 Variable Life
3.8 Mutual Funds
3.9 Nationally Recognized Fund Families
4. Business Insurance / Bonds
4.1 General Liability Insurance
4.2 Errors & Omissions Insurance
4.3 Business Owner’s Policy 4.4 Workers Compensation Insurance
4.5 Cyber Liability Insurance
4.6 Hired & Non-owned auto insurance
4.7 Fidelity Bonds / Other Bonds
4.8 Commercial Umbrella Insurance
4.9 Directors & Officers Insurance
4.10 Employment Practices Liability Insurance
5. Will & Trust / Health Insurance
Health Insurance:
1. Health Plans
2. Medicare Plans
3. Dental Insurance
4. Vision & Supplemental
5. Cobra Administration
Will & Living Trust are very important to have as part of Estate Planning.
Will & Trust Check List:
1. Its Living Will
2. It Has Probate Avoidance Trust
3. It has Medical Power of Attorney
4. It has Financial Power of Attorney
5. It has HIPPA Authorization
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