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7 Events That Increase Your Need for Life Insurance
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"Our team delivers financial security to high integrity individuals, families, physicians, and business owners. We are dedicated to providing the structure and framework to help make smart and strategic financial decisions. We take pride in our highly structured and detailed approach to financial planning that creates a fluid plan reflecting a client's unique goals and objectives."
-Jeff Cohen
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4