The Financial Services and Benefits Division of the agency is an integral part of our client service. We provide personal and business protections in the area of Life Insurance, Disability Insurance, Long Term Care, Health Insurance, and Employee Group Benefit Plans. We have been an industry leader in these services since 1984.
We also offer excellent service and expertise in Retirement, Investment, and Estate Tax Planning for Individuals and Companies alike. Some of these include Mutual Funds, Education Plans, Tax Deferred Annuities, Brokerage Accounts as well as IRA's, SEP's and 401K Plans. We provide these services through our partnership with LaSalle St Securities LLCas a Registered Branch Office. Nicholas Zec is a Registered Representative with LaSalle St. Securities LLC in Elmhurst Illinois. (member FINRA & SIPC)
Employer Group Benefits: <Click here for group quotes>
- Aetna Health
- BCBSFL
- United Healthcare
- Humana
- Principal
- Guardian Life
- MetLife
Individual Health: <Obtain Instant Quote>
- Humana
- Aetna
- Golden Rule
- Assurant Health
- Celtic
Mutual Fund Partners: <Click here for information>
- Fidelity Funds
- ING Funds
- Oppenheimer Funds
- Putnam Funds
- American Funds
- Edvest 529 (Wells Fargo)
- Nationwide Funds
- Franklin/Templeton
- MFS
Life Insurance Partners: <Click here for a quote>
- MetLife
- Nationwide Life
- ING Life
- AIG Life
- Prudential Life
- Transamerica Life
- John Hancock Life
Tax Deferred Annuity Partners: <Click here for information>
Annuities are sold by prospectus. Please read carefully before investing.
- ING Annuities
- Nationwide Annuities
- Hartford Annuities
- American National Annuities
401K / 403B and other Retirement Plan Partners: <Click here for information>
- John Hancock Financial
- ING Financial
- Nationwide Financial
- National Financial Services
- American National Life
