executive benefits

Helping You Take Care of Your C-Suite Clients

Our Individual & Executive Benefits Team will work side by side with you to create a plan design that meets your client’s needs in order to successfully attract & retain top tier employees. We are strategically positioned to offer a full spectrum of products in today’s marketplace.


  • Products
  • Services
  • Our Carriers

  • Life Insurance

    • Annual Renewable Term
    • Level Term, Guaranteed 5-30 years
    • Whole Life • Guaranteed Universal Life
    • Indexed Universal Life
    • Survivorship Whole Life
    • Survivorship Universal Life
    • Life insurance with LTC rider - (Single + multiple year pay options)
    • Simplified Issue Life
    • Guaranteed Issue Life
  • Annuities
    • Fixed
    • Immediate
    • Indexed
  • Disability Income
    • Individual Disability
    • Business Overhead Expense
    • Disability Buyout Protection
    • Multi-Life Disability
    • Simplified Issue Disability
    • Guaranteed Issue Disability
  • Long Term Care
    • Individual LTC
    • Multi-Life LTC
    • Simplified Issue LTC

  • Business

    • Executive Bonus Plans
    • Business Continuation Plans
    • Key Person Plans
    • Split Dollar Plans
    • Group Carve Out Plans
    • Salary Continuation Plans
    • Deferred Compensation Plans
    • Executive Financial Planning
    • Buy-Sell Funding Plans
    • Captive Insurance Planning
    • Business Valuations
    • Qualified Plans
    • Pension Service Analysis Accidental
    • Premium Financing

  • Individual

    • Financial Planning
    • Estate Planning
    • Education Funding
    • Disability Planning
    • Policy Reviews
    • Pension Maximization
    • Retirement Planning
    • Survivorship Planning
    • Elder Care Planning
    • Special Needs Trusts
    • Charitable Trusts

  • Individual Disability

    • Ameritas
    • Guardian
    • Lloyds of London
    • Mass Mutual
    • Mutual of Omaha
    • Principal
    • Standard

  • Long Term Care

    • Genworth
    • Life Secure
    • Mutual of Omaha
    • Transamerica

Start Quoting Today!

We deliver a long-term strategic solution that provides ease of implementation and will also provide a high level of ongoing support. For a quote on the many life insurance products that we have, click the items below.

Life Insurance
Life Quoting
Individual Life Quoting
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Easy Term Life Insurance

Offer an easy way for customers to apply for coverage online in minutes. No need for medical exams, ever. Click here to have clients get a quote and apply now. 

CLICK HERE

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Life Forms
To Access Enrollment Life Forms
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Underwriting

For Life Underwriting, click the "LEARN MORE" link below.

 

For Access to the Xrae Underwriting Quoting Tool, CLICK HERE

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Information
For Additional Product Information
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