A business is only as protected as the people behind it. We broker individual coverage and executive benefits across carriers, for owners, key people, and families who want the same consultative shopping we bring to group plans.
Executive benefits
Some risks sit with one person: the founder whose signature the bank wants, the partner a succession plan depends on, the rainmaker who carries the book. Executive benefits put coverage behind those people, and behind the agreements that keep the company steady if something happens to them.
- Key man life
- Supplemental disability
- Business succession programs
- Buy/sell agreements
Coverage for individuals
Owners, executives, and families come to us for personal coverage shopped the same way we shop group plans: across carriers, with the recommendation following your needs and your budget.
- Individual health
- Life: term & permanent
- Long-term disability
- Supplemental retirement
- Wealth transfer & tax shelter strategies
Shopping for your company’s group plan instead? Group health, dental, vision, and worksite coverage all live withEmployee Benefits.