Insurance Planning

Our expert advice in estate planning and insurance will help you identify and deal with important issues regarding succession planning for both your family and your business.


Insurance plays an integral role in protecting you, your family, and your business. A well-planned strategy protects what’s important to you. Our office has extensive experience in the sale and review of the following insurances:


  • Term life insurance
  • Permanent life insurance


  • Income replacement
  • Overhead expense
  • Lump sum disability buy-out
  • Critical Illness


  • Key person protection
  • Business continuation
  • Creditor life insurance
  • Funding for buy/sell agreements

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