SERVICES

Personal Services

Life Insurance
Disability Insurance
Critical illness Insurance
Long-Term Care Insurance
Wealth Enhancements & Preservation
Retirement Planning
Estate Planning
Tax Planning
Investment Planning (Children, Savings, Goals, etc.)
Mortgage and Debt Protection
Health and Dental Plans
Annuities
Segregated Funds

Corporate/Business Services

Life Insurance
Key Person Insurance
Buy and Sell Agreements
Business Overhead Insurance
Critical illness Insurance
Disability Income Replacement
Wealth Enhancements & Preservation
Estate/Succession Planning
Tax Planning
Charitable Giving
Corporate Retirement Strategies
Corporate Immediate Financing Arrangements
Group Health and Dental Benefit Plans
Healthcare Spending Accounts
Segregated Funds