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State Directory- Auto Insurance
- Life InsuranceOur name is derived from the unique organizational structure of resources in our firm. Our financial professionals have immediate access to numerous subject-matter specialists on everything from life insurance to investments to employee benefits. Meet our resource team
- Health InsuranceWe do not offer every plan available in your area. Currently we represent nine organizations which offer 81 products in the MN Metro area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
- Disability InsuranceDisability insurance offers a solid base to any financial strategy. Accidents, illnesses, and injuries can happen to anyone, but with disability insurance, you can rest easy knowing your lifestyle and future goals are protected.
- Long Term CareUsing a long-term care annuity, you will receive long-term care coverage from a long-term tax-deferred retirement vehicle. Your investment will grow tax-free and will be taxable as ordinary income when distributed.
- Dental Insurance
- Vision Insurance
- Business InsuranceOur practice owner services include strategies for employee benefits, business insurance lines, 401(k) plans and defined benefit retirement plans, and customized solutions based on your specific requirements. Because these solutions are interdependent and complex, we will ensure that this is integrated carefully with your personal financial strategy and goals.
- Commercial Liability Insurance
- Professional Liability InsuranceLegal professionals often require special concentration on risk management. Whether you are an in-house lawyer, part of a partnership, or managing an individual practice, protecting yourself with supplemental malpractice and professional liability insurance can be imperative.
- AnnuitiesEarnings are taxable as ordinary income when distributed, and if withdrawn before age 59 1/2, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax-qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but tax and penalties may apply to non-qualified distributions. Please consult a tax advisor for specific information. There are charges and expenses associated with annuities, such as deferred sales charges for early withdrawals.
- Liability Insurance