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| Product by itself is not a strategy. Once we create a strategy, we then choose products that are best suited for each client’s individual goals and needs. Because we are an independent firm, we have access to many top rated financial companies and a variety of products. We are not tied to one company’s product line. These products include, but are not limited to: | |
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Auto, Boat, and Homeowners Insurance* Umbrella Liability Insurance* Disability Insurance** Health Insurance* Medicare Supplement Insurance* Long Term Care Insurance** Life Insurance Money Market Accounts Mutual Funds IRAs Annuities College Savings Plans Managed Accounts |
Business Owners Policy* Workers Compensation* Surety Bond* Group Health Insurance Group Disability Plan 401k Plan SEP Plan Profit Sharing Plan Simple IRA Plan |
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* Products not underwritten by the Guardian Life Insurance Company of America. ** Disability Income and Long Term Care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state. |
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