Personal Risk & Life Insurance

By taking the time to understand your unique circumstances and goals, our advisors craft an individualized protection plan for you, your family, business, assets and future. Our personal lines and private client teams have been designing superior, customized coverages for high net-worth individuals for over 135 years.

Our team will provide an extensive analysis and summary of your existing coverages, identify any potential risk and liability exposures, recommend policy enhancements, and continually assess your needs as your personal and business situations evolve.

Our advisors are not afraid to dig deep and ask the difficult questions to uncover hidden risks. We consistently go the extra mile to deliver optimal coverage at the best value.

Life Insurance

With a focus on protection, savings and long-term growth, our team of professionals take a holistic approach to your life insurance needs. We offer full-service solutions for business owners and personal insurance planning, which includes a life insurance audit, access to a wide range of products and services from top carrier partners, and first-class customer service.

Customized Solutions for You and Your Business

• Wealth and Transfer Planning
• Estate Planning and Trusts
• Disability Income Protection
• Long-Term Care
• Valuable Articles
• Auto and Watercraft
• Home and Flood
• Trustee Liability
• Personal and Excess Liability
• Global Medical and Travel
• Business Succession Planning
• Directors and Officers
• Employment Practices Liability
• Key Person
• Event Insurance