Products and services
Financial products are part of a well-thought-out financial security plan. I’ll help you make sure the financial security products you purchase address your specific needs, whether you are planning for your retirement, saving for your child’s education or starting your own business. I have access to a broad range of insurance, investment and retirement income products to help you achieve your goals.
Products and services for businesses
You’ve worked hard to build your business; I want to help you improve and protect it. Whether starting a new venture or maintaining a successful one, I can help you address your needs.
Protect your business with individual insurance products
- Life insurance
- Disability insurance
- Critical illness insurance
Protect your employees with group benefits
- Benefits plans for small business
- Health-care and dental-care benefits
- Wellness and disability benefits
- Life and accidental death and dismemberment benefits
- International benefit plans
- Online Services
Products and services for families and individuals
Investment products and plans
Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.
- Segregated fund policies
- Guaranteed interest options and payout annuities
Insurance products
Along with helping you build and manage your investments, I can help you choose insurance products to reduce financial risk to you and your family.
- Individual life insurance
- Disability insurance
- Critical illness insurance
- Health and dental insurance