Having the right insurance coverage is an essential part of
any comprehensive financial plan. Get the coverage you
need — and the peace of mind you want — from a name you
know and trust.
- Our Insurance Services
Protect what matters most
Protection for your home, property, and valuables.
I want to protect my home and belongings.
Affordable vehicle coverage solutions.
I want the right auto insurance policy for my specific situation.
Options for protecting your family’s future.
I want to plan for my family’s long-term financial security.
- Term life insurance
- Permanent life insurance
Gold Key Services – Personal Insurance
Innovative risk management and insurance strategies for high net worth clients.
I have complex wealth management needs and want personal service.
- Home and vacation property insurance
- Art, jewelry, and fine collectible coverage
- Boat and yacht insurance
- Umbrella excess liability coverage
Accidental Death & Dismemberment (AD&D)
Get additional financial protection for you and your family.
I want affordable ways to protect my family.
- Coverage up to $300,000
- Individual and family plans
- Benefits increase with time
Make sure your pet can always get the care they need.
I want to be able to protect my pet’s health.
- Illness and surgical coverage
- Optional wellness coverage
- Ability to choose your own vet
Home Warranty Plans
Coverage for the Things You Need and Use the Most
I want to avoid costly repairs of my home’s major systems and appliances.
- Coverage for repairs and replacements
- Hotline access 24 hours a day, 7 days a week
- Multiple plans to choose from