Insurance

Through our diverse access to products and experienced professionals, we offer many insurance solutions, such as:

Life Insurance

With life insurance, a client can protect loved ones and enjoy tax benefits with certain policies. We have access to a number of different life insurance options, including term, whole life, universal life, and variable universal life insurance, we strive to find the most up-to-date, efficient, and cost effective programs for you based on your unique needs.

Long-Term Care Insurance

Typically not covered by health insurance, long-term care is costly and can significantly deplete assets. Long-term care insurance can help pay for a care plan and we can help you determine opportunities for protecting your assets and retirement income. We offer traditional long-term care plans, as well as hybrid life/long-term care insurance plans.

Disability Insurance

How would you supplement lost income if you were unexpectedly injured or disabled? Unfortunately for many, it could mean dipping into your savings or future retirement income. Disability insurance can serve as the cornerstone of individual and business income and expense protection. We can structure coverage to help protect personal and business income against catastrophic loss due to an injury or long-term illness.

We are committed to helping you pursue your financial goals of accumulating and preserving your wealth. Your financial security will always be our number one priority.

Medicare Planning

Are you getting ready to turn 65 and sign up for Medicare and you don't know what plan to choose? It can be so confusing with Part A, Plan G, Plan F...what does all of this mean? Diane Kurek is our Medicare specialist and she is happy to help you navigate through all of your Medicare choices! She can help you sign up for Medicare on the Social Security website, choose a Medicare supplement and prescription drug plan that works for you.

Dental and Vision Insurance

We now offer dental and vision insurance through Ameritas. Please click on the attached link to receive a quote. Click Here

Contact Diane Kurek today to help with your insurance needs at 410-838-2992.