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Getting Started
  • What is the best way to determine what you or your businesses insurance and / or group retirement planning needs are currently?
  • What goals are you trying to meet?
  • We will review these goals and work with you towards meeting those goals via the various solutions we offer.
  • All the necessary paperwork will be handled by us.
  • Planning for Business Succession, Estate Taxes, Key Man protection, and Deferred Compensation are just a few areas of our expertise.

  • Looking for additional information relative to Disability Income insurance? If so, click DI Summary
  • Looking for additional information relative to Long Term Care insurance? If so, click LTC Summary.
  • Looking for additional information relative to the ACEC Life / Health Trust? If so, click here.