Benefits & Planning

CONNECT

Address:

1 North Tuttle Ave Ste 1 / P.O. Box 1079
Sarasota, FL 34237

Phone:

941-957-1310

Fax/Other:

941-366-5170

Products and Services

Our goal is to create a comprehensive, risk management solution for individuals as well as small and large groups. We build our business through long-term relationships and by providing VALUE.  Providing benefits to help recruit, retain, and reward employees through a large market of options.


 


Non-Qualified Executive Deferred Compensation Programs


 


Charitable & Estate Plan Funding


 


Key Person & Buy/Sell Funding


Business Overhead Expense Protection


Individual Disability - Guaranteed Issue Policies Available



Group and Individual Health Insurance: Knowledgeable in Health Savings Accounts (H.S.As/M.S.A.s)


Group Voluntary Benefits - CORE ENROLLMENTS!



  1. Dental
  2. Life
  3. Vision
  4. Cancer/Critical Illness/Accident
  5. Long and Short Term Disability
  6. Long Term Care
  7. Identity Theft



We are currently endorsed by:




 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck