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Company Profile

Presently we have contracts with more than 30 top-rated companies (see below) and specialize in:

Life insurance: If you have policies that are 5 or more years old, we can probably help you find better coverage for your dollar. If we can't, we will congratulate you on a good purchase and encourage you to stay with your present plan. If you have loans on your policies, we will counsel you regarding your best choices.
Medicare coverage
IRA's and 401k retirement money: Our priorities are the protection of your money from market decline, a reasonable rate of return, and to keep things simple.
CD's and Money Market Accounts: If you are tired of low returns and losses in this sector of the market place, we would be delighted to discuss your options.
Estate Management: We can leverage dollars for you to help minimize estate shrinkage due to expensive cost of care. We can also help equalize and maximize estates so they can be divided more easily among heirs, again with minimal shrinkage.

  • Allianz Life Insurance Company of North America
  • American General Annuity Insurance Co/AIG Annuity
  • American General Life
  • American National Insurance
  • American General Health Insurance
  • Coventry Health Insurance
  • Equitable Life & Casualty
  • First Penn Pacific
  • Genworth Life and Annuity Insurance Company
  • Humana
  • Illinois Mutual Life Insurance
  • ING
  • Indianapolis Life Insurance Company
  • Jefferson-Pilot LIfe Insurance Company
  • John Hancock USA
  • Lincoln Benefit Life Insurance Company
  • Lincoln Life
  • MONY
  • Metlife Life & Annuity Company of CT (MLAC)
  • Mutual of Omaha
  • North American Company for Life & Health
  • Principal Life Insurance Company
  • Prudential Life Insurance Company
  • Royal Neighbors
  • Standard Life
  • Travelers Life
  • United World