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Financial and Insurance Solutions
Who We Serve
Professionals
- Accountants Errors & Omissions
- Broker/Dealer Errors & Omissions
- Financial Institutions Liability
- Healthcare/Managed Care Errors & Omissions
- Insurance Company Professional Liability
- Insurance Agent Errors & Omissions
- Lawyers Errors & Omissions
- Medical Professional Liability
- Miscellaneous Professional Liability
- Real Estate Industry related Errors & Omissions
- Technology-related Errors and Omissions
Businesses
- Cyber Liability
- Directors and Officers Liability (D&O)
- Employment Practices Liability
- Fidelity/Crime Insurance
- Fiduciary Liability
- General Partners Liability
- Kidnap, Ransom & Extortion
- Representations & Warranties
- Tax Indemnity
- Trade Credit
Commercial
- Automobile Liability
- Flood Insurance
- General Liability
- Property Coverage
- Umbrella Liability
- Workers Compensation
Personal
- Homeowners Property & Liability
- Automobile Liability
- Ranch & Equipment Coverage
- Boats, RVs , etc.
Generational Planning
Proper planning facilitates your goals and objectives for the future of your legacy, your family, your business and your estate.
We thrive on helping our clients meet those goals and objectives for their future generations.
Here are different ways in which life insurance may play a role in your transition to the next generation:
- Protecting your legacy
- Business acquisitions
- Building Cash for You, Your Children or Grandchildren
- Funding Buy/Sell Agreements
- Augment Generational Wealth Transfers
- Address Estate Planning & Tax Issues
