• 941.366.2827
7120 Beneva Road
Sarasota, FL 34238


Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect you, your family, and/or business from the financial consequences of those events.

Types of insurances we use to develop strategies for your needs, (but are not limited to):

Life Insurances Types:

Cash Value
Whole Life
Second to Die
Irrevocable Life Insurance Trust (ILIT)
Supplemental Retirement
Mortgage Protection

Business Insurance Types:

Key Person
Buy / Sell
Deferred Compensation
Executive Bonus

Long Term Care Insurances:

Traditional LTC
Hybrid LTC
Asset based LTC
Long term care riders
Chronic illness riders
Options to help cover: Home Health Care, Nursing Home, Assisted Living

Disability Income Insurances:

Individual disability income insurance
Short-term and Long-term disability
Business Overhead Expense
Key person
Benefits can be paid monthly or in lump sum
Options for: Own Occupation, Non-cancelable, Partial disability, Rehabilitation benefits, Catastrophic benefits, and more


Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance and how to determine your financial needs. Learn more about life insurance here.

Read More

Disability Insurance:­ How will you cover your income?

A long-term disability could destroy your financial security. Don’t let that happen. Find out how disability income insurance can help.

Read More

Long Term Care: Putting Your Family at Ease

If a family is required to provide long term care for a loved one at home; sometimes the costs are more than dollars and cents, they are higher.

Read More