Experienced, thoughtful advice regarding life insurance and health insurance since 1994

Talk to us for experienced, thoughtful advice:

  • Business Insurance, Employee Benefits and Financial Services

    • Commercial Risk Management – Self Funded and Partially Self Funded Health Insurance

    • Group Health Insurance and Voluntary Employee Benefits

    • Commercial Loans – New and Refinanced - Key Person Life Insurance

    • Business Owner Retirement Income Planning

    • Business Succession and Exit Strategy, Buy/Sell funding using life insurance

  • Third Party Expense Reduction Audits

    • Workers Compensation Policy Audits

    • Credit Card Merchant Processor Audits

    • Waste and Recycling Audits

    • Shipping Audits

  • Tax Remediation Services

    • WOTC – Work Opportunity Tax Credits software

    • Credit Card Merchant Processor Audits

    • Engineered Commercial Property Cost Segregation

    • Section 41 – Research and Development Tax Credits

    • Real and Business Property Tax Audits

Podcast with Bob Tassone

Plus, we are here to help you with your business and professional needs:

  • Employee Benefits: including Group health insurance and life insurance

  • Critical Illness

  • Group Life insurance, Health Insurance, Dental and Vision Insurance

  • Short Term and Long Term Disability Insurance

  • Insured Business Continuation Plans and Key Person Life Insurance

  • Business Owner Policies (BOPs)

  • Business Owner Disability Overhead Expense

  • Plus General and Professional Liability, Umbrella Liability, Executive Bonus plans using Life Insurance, Workers Compensation and Commercial Auto Insurance.