Products and Services

Once we have established your needs and goals we will research and customize appropriate products and develop strategies that we can mutually agree will be in the best interest personally or in a business setting.


A partial list of products and services are as follows:


  • Life Insurance and Annuity products
  • Long Term Care Insurance
  • Disability Income Insurance Policies
  • Group Health, Dental, Long Term Care, Life, Short and Long Term Disability*
  • Group Voluntary Products*
  • Retirement Plans - 401k, 403b, SEP, SERP, Executive Bonus, Split Dollar
  • Estate Planning and Conservation [Estate Tax Reduction Strategies with Life Insurance]
  • Business Succession Planning

 * Products not offered by MassMutual