Managing risks to help safeguard wealth and protect futures
You have achieved significant wealth that is critical to you. To protect it, you need to reduce your exposed financial risk in the event of unforeseen events such as accidents, disability, personal litigation, property damage, or exposures to business risks and litigation which can lead to financial loss. We stress test everything to determine potential exposures. We custom design insurance plans to help preserve peace of mind.

Custom-Designed Insurance Plans
Stress testing and insuring against risk is an essential part of any asset protection plan. As independent insurance agents, we have access to policies from a wide range of companies, which means we can discover and select the products that best fit your needs. These include:
- Life Insurance
- Disability Income Replacement Insurance
- Long-Term Care Insurance
- Global Travel Medical Insurance
- Medicare Supplement Insurance*
- Private Captive Insurance*
- Property & Casualty Insurance*
*Provided by third party independent insurance providers that are not affiliated with MML Investors Services, LLC or its affiliated companies.
Enhanced Risk Management
Each family we protect is entirely unique. We customize insurance strategies in an effort to optimize risk reduction and create a solid financial framework to help plan for contingencies and inevitabilities. This includes providing financial support for beneficiaries, replacing income lost during disability, planning for estate taxes, addressing long-term care needs, and meeting business considerations like buy-sell agreements, key employee coverage, and executive benefits.
