Insurance Review

Insurance Review

We have contracts with all major insurance carriers and provide products for:

  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Long-term care insurance
  • Extended health and dental plans

We typically survey the market, and seek quotes from the top carriers.  These quotes are discussed with the clients and differences in coverage's offered are discussed. This approach fully discloses to the client the competitiveness of the bids and demonstrates that we fully survey the market and make recommendations that are fact based, with no preference given to any individual supplier.

We are frequently asked to review existing insurance contracts. We employ the same review process, by seeking bids from carriers and comparing then to the current coverage.

If you would like us to conduct a complimentary and independent review please Call Us or email us today!

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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