Protection and Hedging Services

Most of our services are focused on servicing trust owned life insurance structures for estate planning purposes.
While you can choose to self-insure in many other areas, we are also available to review and advise on other areas of insurance including:
  • Disability insurance
  • Long term care
  • Health insurance
  • Workplace/group insurance coverages
 We offer these services to be comprehensive in consulting on your health/wealth insurance portfolio.