Life Insurance
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Insurance Planning Strategies We use a safe money approach for helping our clients. By using fixed insurance products, such as life insurance, long-term care insurance and indexed annuities, we help clients have a more worry-free retirement. Think of your money as
irreplaceable at this stage in your life. If you lose
it, it is gone forever. Therefore, you should treat your
money just like you would treat your very pretty teenage
daughter - whenever it's going out of your sight you
want to know who it's going with, what it's going to be
doing and when it's coming home. If the need is for business
life insurance, we'll work with your attorney or CPA ... or we would be happy to connect you with one of ours. One
of our corporate attorneys is a former General Counsel for Wang Labs. Estate Planning Strategies When the need is for estate planning purposes or other sophisticated needs, you will have the option
to work with a world-class strategist ... Quinnipiac University School of Law ... law studies at
Oxford (U.K.) ... LL.M (Taxation) Georgetown University Law Center ... family attorney for a Forbes 400
Family ... Senior Estate Planning Consultant with BankBoston ...
Chief Estate Planning Strategist for
PNC
Private Bank’s high net worth clients ... 20+ years experience.
We Help You Become A Better Buyer
When the amount and the type of life insurance your situation requires has been determined, we'll show you how
to buy it "right." |
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We're located in Worcester and serve the life insurance needs of the small to mid-size business as well as individuals located in Worcester, Worcester County, the MetroWest area, Massachusetts, Connecticut, Rhode Island, Pennsylvania and Maryland. |
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© 2001-2008 BenefitsLab® |
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P.O. Box 626 - Worcester, MA 01613 - Phone: 508-831-0805 - Fax: 508-831-0498 |
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