Creative Thinking. Customized Solutions.
Caring about you since 1932.



Do all business events require an insurance strategy? What amount? What type?

Insurance is not a numbers game anymore. It is a dynamic, proactive and powerful tool to be utilized to protect and grow your business.

We understand the difference between risks a business can afford to cover without insurance, versus risks that require insurance. We are experts in product analysis and design.

The underwriting process for insurance is an art, not a science. We spend the time upfront to ask the right questions in order to advocate for you to get the best possible offers from the insurance companies.

We provide insurance-based solutions for businesses including:

  • Key person coverage
  • Funding for Shareholder Agreements
  • Executive retention
  • Cost recovery funding
  • Disability protection
  • Supplemental retirement
  • Collateralization of loans

A variety of insurance products support the solutions we provide: