THE SMART BENEFITS Business, Personal, Family Insurances & Benefits ALL in One STOP

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BUSINESS INSURANCE

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Business Owners Package

Commercial Auto

General Liability

Commercial Property

Errors and Omissions

Workers Compensation

Commercial Umbrella

Cyber security

Malpractice 

LIFE & HEALTH INSURANCE

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Individual Life 

(Term, IUL, VUL, 

Whole Life) 

 Group Life 

Group Health 

WILL and Trust





PERSONAL INSURANCE

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Auto, Home 

Landlord 

Renters 

Condo 

Pets 

Motorcycle

Boat/RV 

Home Warranty Umbrella 



RETIREMENT & INVESTMENT PLAN

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 Annuity & Retirement plan

Traditional IRA

Roth IRA

Solo 401K 

Group 401K

Defined Benefits Plan

Cash Balance Plan

Investment Plan

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Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.

 Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price. 

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