Request A Proposal

Please select a topic from the menu below to request additional information about a specific financial subject.

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Simply click the "Contact Us" link, provide your preferred method and time of contact and one of our associates will contact you at our earliest convenience.  We look forward to having the opportunity to assist you.


Life Insurance
Request a quote for term, universal life, whole life or return of premium life insurance.

Disability Insurance
Request a quote for disability income insurance

Individual Health On & Off Marketplace / Exchange
Instant online quoting and easy to follow applicaiton process from several reputable companies

Individual Dental & Vision Insurance

Browse available plans in your area and apply online

Group Health Insurance
Request a quote for group health insurance for your business or employees

Group Employee Benefit Plans
Request a quote for a group benefits package (life, short and long-term disability, dental)

Request information about an annuity contract

Long-Term Care Insurance

Request a quote for long-term-care insurance

Medicare Supplement and Advantage Plans

Request information about Medicare Supplement, Advantage & Part D Prescription Drug Plans

Consumer Driven Health Plans 

Request information about:

Health Savings Accounts (HSA)

Flexible Spending Accounts (FSA)

Health Reimbursement Arrangements (HRA)

401(k) Information Request 

Request information about 401(k) plans and retirement planning for your company or business

Retirement Planning

Request information about qualified and non-qualified retirement savings plans for individuals or businesses:  (IRA, Profit Sharing, etc.) 

Estate Planning

Request information about your estate planning needs.

Travel Insurance

Taking a vacation?  Protect your purchase with an affordable travel protection plan.

College Tuition Savings Plans (529)