Specializing in educating our clients, including our pre and post retirees, on the benefits and different types of personal insurance for the senior market. This includes Disability Insurance, Final Expense Insurance, Dental Insurance, Cancer Insurance, Critical Illness Insurance, Accidental Death Insurance, Life Insurance, and Mortgage Protection. Insurance can help protect our client's financial goals and retirement needs.
We also can help you in the following areas:
- Life Insurance
- Whole Life Insurance
- Single Premium Whole Life Insurance
- Personal Financial Planning
- Return of Premium Term Insurance
- Insurance Solutions
- Long Term Care Insurance for Retirement
- Disability Insurance
- Fixed Annuities
- Annuities - Guaranteed Income for Life
- Deferred Annuities
- College Planning
- Individual IRAs-Traditional and Roth
- Retirement Planning & Income
- Social Security
- Estate Planning with tax advantaged resources
- Protecting assets in retirement
- Retirement Reviews
Come to our "Help Centers" for additional information!
Bruce Sankin is an experienced financial executive providing a diverse array of financial services, information, and technological resources to address the individual needs of each client.
Bruce's Mission: To educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future.