Companies we Represent

We are an independent premier financial planning and employee benefits firm.

We represent some of the highest rated carriers and investment families in the industry:

 Life Insurance  - Metlife Investors Insurance, Principal Mutual, ING, Banner,United of Omaha, Lincoln Benefit,  West Coast, First Colony, Nationwide and others.

Health Insurance, Group or Individual - Blue Cross and Blue Shield, United Health Care, Golden Rule, Humana, Transamerica and others.

Long Term Care - John Hancock, Metlife Investors and GE

Medicare Supplements - Blue Cross and Blue Shield, United Health Care/AARP

 Annuities - Metlife Investors, Intergrity, Sunlife, Prudential, Hartford Life and many others.  

 Mutual Funds -  American Funds, Putnam, Goldman Sachs, Oppenheimer, Fidelity and other families.

Disability, group or individual - Guardian, Berkshire, Principal and Metlife Investors.

These are just a few of the carriers and fund families that we deal with.