Individual & Family Insurance

A successful financial strategy requires careful planning and consistent review. As life changes, so do people's needs. In early stages the needs may be protecting families and income, while in later years the focus may be on estate planning, wealth preservation, or business succession planning.

The Burwick Group works with individuals to address their personal insurance goals and help achieve long term objectives. By securing income and planning for the future, we help our clients protect their families and businesses. We analyze our clients' needs and design risk management programs using a broad range of carefully chosen products.

Our individual products include:

  1. Individual Life Insurance
  2. Disability Income Insurance
  3. Individual & Family Health Insurance
  4. Short Term Medical Insurance
  5. Long Term Care Insurance
  6. Annuity Products
  1. Business planning to fund:
    • Life Buy/Sell Agreements
    • Disability Buy/Sell Agreements
    • Business Succession Plans
    • Deferred Compensation Plans
    • Key Person Protections
The Burwick Group