Insurance

Ensuring Life, Business and Growth

Our mission is to give equal service to all companies without regard to their size. With over 30 years in the insurance industry, we have had the opportunity to witness the many changes in laws and plans that employers have had to work with. We handle our customers with straight honest talk and the action necessary to back it up. We keep up to date on the changes employers are faced with on a daily basis. That knowledge allows us to be proactive on your behalf.

What you Value

We believe that service is the most important ingredient in maintaining a strong relationship with our clients. Being in the insurance industry as long as we have given us a strong knowledge of the products available and the service requirements associated with each.

Your employees are your best assets, especially if they are happy. We can help you keep valuable employees by providing the benefit program the desire at a cost you can afford. Our services do not end with group products. We also service the individual needs of our clients.

Some of the services we provide:

  • Life
  • Dental
  • Health
  • Long Term Care
  • Medicare Plans

Take to the Road

It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients.

The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients. Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term. Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies.