Insurance Review

We have contracts with all major insurance carriers and provide products for:

  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Long-term care insurance
  • Extended health and dental plans


We typically survey the market, and seek bids from the top carriers. All bids are shown to clients and differences in coverage offered and premium costs are discussed. This approach fully discloses to the client the competitiveness of the bids and demonstrates that we fully survey the market and make recommendations that are fact based, with no preference given to any individual supplier.

We are frequently asked to review existing insurance contracts. We employ the same review process, by seeking bids from carriers and comparing them to the current coverage.

If you would like us to conduct a complimentary and independent review please contact us today.