Life Insurance

Life insurance is a "financial safety net" for personal and business planning. First we listen to you... then we design the best coverage at the right price to meet your objectives.


Disability Insurance

Protecting your income is an essential step in financial planning. We tailor plans to fit your circumstances when you are unable to work due to an accident or sickness.


Long-Term Care INSURANCE

Long term care insurance protects your net worth. We set up our first LTC plan in 1987... we have paid many claims since. We believe you deserve to be educated... not sold. We also believe not everyone should buy this product. We will help you understand what is right for you! 




When life insurance is no longer needed, wanted or affordable, you deserve to know all of your options. Your unwanted policy may be worth more than its cash value. Ask us about this relatively new option... it could be a "game changer" for you financially.


Estate Planning

We have helped hundreds of clients plan their estate. We are a team player and can work well with all of your advisors. Estate planning laws and regulations are constantly changing... contact us and let us work with you and your team.



We do not write homeowners, auto or P&C insurance. However, we can refer you to specialists in those areas.

Securities Americas and its representatives do not provide tax or legal advice.
Please consult the appropriate professional regarding your specific situation.