Welcome to our web site!

Some examples of major life events are:

Birth Christening Baptism Education Graduations College Planning Bar/Bat Mitzvah Grandchildren

Marriage Home Purchase Disability Adult morbidity Retirement Adoption Disability Death

A new concept is selling your life insurance rather than lapsing it or cashing it in for the surrender value. This may be a better choice than you had considered.

Residential Mortgages with no income verification may be needed for self-employed persons; we refer those to business partners.

Call or write for additional information and we do provide Financial Services Consumer Education for charitable organizations, employers, fraternal societies, churches, synagogues, and government agencies.