Analyzing, Managing, and Simplifying the Insurance Plans that Protect You.

ServicesOverviewWe’re pleased to provide free insurance policy audits and reviews in any of our specialties for both individual and small business coverages. Concentric Insurance specializes in the following areas:

  • Life Insurance
  • Property & Casualty Insurance
  • Health Plans¬†& Health Insurance
  • Long Term Care & Disability Insurance

In an effort to provide seamless service, we feel it’s important to work with your current financial advisors. However, if a specialist is needed, Concentric Insurance works with some of the top national Estate Planning Attorneys, Accountants and Wealth Advisors. Upon request, we can access their services for our client’s benefit.

Specialized Coverage or Services

When your insurance needs require more specialized coverage or services, Concentric Insurance can advocate on your behalf in any of the following service areas:

  • Pension maximization – utilizing life insurance in place of survivorship pension options
  • Estate Planning Solutions Including Irrevocable Life Insurance Trusts, Private Split Dollar and Gifting Strategies
  • Business Planning Solutions Including Key-Man Insurance, Buy-Sell Agreements, and Business Succession Planning
  • Specific Needs Planning: Future Care of a Special Needs Child, Final Expenses, Divorce Decrees and Charitable Giving
  • Life Settlements – selling an unwanted or unneeded life insurance policy
  • Premium Financing – borrowing money to finance life insurance premiums

Contact us and a Concentric Insurance specialist will schedule a time to meet and review your existing insurance plans and determine whether you are adequately covered.