Shake on It

SERVICES WE OFFER

A Personalized Approach to Your Insurance Needs

 

INDIVIDUAL SERVICES

FUTURE PLANNINGS

BUSINESS SERVICES

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The Future
Business Morning
  • Disability Income Insurance

(all occupations)

  • Life Insurance (Term, Permanent Life)

  • Health Insurance​

  • College Education Funding

  • Mortgage Protection Strategies

  • Tax Deferred Index Annuities 

  • Lump Sum Distributions

(From Past Employer Plans)

  • Needs Based Analysis

  • Charitable giving and Foundations Solutions

  • Retirement Planning 

  • Traditional IRA and Roth IRA’s

  • IRA Rollover

  • 401k Rollover

  • Estate Planning

  • Cafeteria Plans - IRS Section 125 (FSA, HRA)

  • Simplified Employee Pension (SEPS)

  • Simple IRAs

  • Traditional 401K Plans 

  • Simple 401k Plans 

  • 457 Governmental Plans

  • Business Valuation Services

  • Business Continuation Plans

  • Payroll Deduction Life Insurance

  • Group Disability Income Insurance

  • Group Health Insurance

  • Buy-Sell Agreement Funding

  • Business Overhead Protection 

  • Executive Bonus and Key Person Insurance

  • Deferred Compensation 

  • Profit Sharing Plans