Tel: 860-426-2022
Call Us for Info! 860-426-2022

Our Services

The most unique thing about meeting a new client is that their financial plan is never the same as the previous person we meet. Which is the exact reason why we are so proud to be independent. This allows us to review the full range of products available in your state to determine which is best suited for you.

Scroll through the tabs below to see some of the great products we offer

Life Insurance
Medicare
Annuities
Life Settlements
Market-Linked CD's
Life Insurance

Life insurance has been around for centuries. This unique retirement tool has incredible tax advantaged benefits. Everyone knows that life insurance allows you to transfer a death benefit to your beneficiaries tax free, but did you also know that certain kinds of life insurance have a cash savings element? The policies available today have new features for cash accumulation, even from 10 years ago. If you are currently holding onto a life policy, it may be time for a review. 

What kind of portfolio do you own?

  • Term Life Insurance
  • Whole Life Insurance
  • Fixed Universal Life
  • Variable Life Insurance
  • IUL Life Insurance

Min lifeFandGNorth americanEquitrust

Learn More

 
Medicare

We are licensed agents with all the major carriers in the state of Connecticut. Medicare is health insurance for the following:

  • People 65 or older
  • People under 65 with certain disabilities
  • people of any age with End-Stage Renal Disease (ESRD)
    (permanent kidney failure requiring dialysis or kidney transplant)

Learn More

 

 connecticareaetnaunited-healthcare-logocombined-insurance
Annuities

An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-range goals, under which you make a lump-sum payment or series of payments. In return, the insurer agrees to make periodic payments to you beginning immediately or at some future date.

Learn More

 

Life Settlements

A Life Settlement is the purchase of an existing life insurance policy at a discount to its face amount. Policyholders are financially sophisticated individuals or trusts who purchased policies for estate planning or other financial purposes and no longer need the coverage. Life Settlements were recognized as a legal transaction by the U.S. Supreme Court in 1911.

Learn More

Market-Linked CD's

Market-Linked Certificates of Deposit (MLCDs) allow you to benefit from the potential gains of the commodity, currency and stock markets with the safety and security of traditional CDs.

Learn More

Are you ready to find out how we can help you succeed?

We know it can be hard trying to find the right financial professional to work with. It’s our experience that no two people have the same circumstances or goals. We design each strategy, tailor made, for your financial situation.