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Phone: 631.730.8262

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- OUR TEAM
  
  We are experts in life, annuities, asset based long term care, and disability products. We promise the highest standard of customer service, and are dedicated to helping businesses and individuals better understand their insurance purchasing decisions.
  
  WHO WE ARE
  
  For over 25 years, we’ve offered our advisors personal support as an extension of their sales team. We’re committed to offering everything you need to serve your clients and grow your business.
Products Explore our markets
- Life Insurance
  
  As one of our core product offerings, we offer the tools and expertise to underwrite, quote, and place even the toughest life insurance cases.
  
  Annuities
  
  Our annuity partners constantly survey the marketplace for best-fit annuity carriers and products for your clients.
  
  Asset Based Long Term Care
  
  Our LTC and ABLTC experts have the experience and product knowledge needed for this rapidly changing market.
  
  Disability
  
  We partner with Truluma to provide first class DI solutions to our advisors nationally.
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November 25, 2024

The Insurtech Enabled Advisor

M. WIlliamson Admin News advisor enablement, insurtech, life insurance

November 19, 2024

RIAs report greater interest in FIAs

M. WIlliamson Admin News FIA, fixed indexed annuities, life insurance, RIA, RIAs report greater interest in FIAs

November 11, 2024

Buy-Sell Strategy: Flexibility Without Administrative Headaches

M. WIlliamson Admin News #buy sell planning, buy sell agreements, cross purchase, life insurance, Small Business Buy/Sell Agreements, stock redemption, successionplanning

November 4, 2024

Symetra SwiftTerm Life Insurance Now Available for Business Ownership

M. WIlliamson Admin News buy sell agreements, key person, life insurance, Small Business Buy/Sell Agreements

Contact Us

10380 SW Village Center Drive, #406
Port St. Lucie, FL 34987

Phone: 631.730.8262
Fax: 866.275.7847

Disclaimer

This website is not intended to provide financial or legal advice, or constitute a legal opinion on any circumstances, transactions, or matters. The contents of this website are intended as general information only.