- Home InsuranceWe understand the challenges of protecting assets in unusual or sensitive situations. Our private clients appreciate our expertise and discretion in the complicated issues that can impact affluent individuals and their families. We a range of distinctive products that include Excess and Surplus (E&S) high-value home insurance for...
- Life InsuranceIn the event of an owner – or partner within a business interest – dying, retiring or becoming disabled, the Buy-Sell Agreement provides a predetermined formula that mandates business shares be sold to the company or the remaining partners of the business. In the event of death, the Buy-Sell process is often funded by life insurance policies put in place for this purpose.
- Health Insurance
- Disability InsuranceA person’s income is usually their most important asset. Disability insurance helps replace a major portion of an employee’s income if they become sick or injured and unable to work. If the unexpected should happen, financial security will be at much less risk.
- Long Term CareThis individual policy covers long-term healthcare services including Home Health Care, Assisted Living, Adult Day Care, and Nursing Home Services, the cost of which can exceed $100,000 per year. Long Term Care (LTC) coverage can supplement, or be used in lieu of, an employer-provided policy.
- Dental InsuranceThese plans can cover preventive care including cleanings, basic services like fillings, as well as major care such as crowns or root canals. The level of coverage and network participation help determine costs. Dental insurance can be included in an overall healthcare plan, bundled with other supplemental coverage, or stand alone to augment regular coverage that does not include dental.
- Vision InsuranceThese plans are designed to help cover and budget for ongoing vision care expenses like routine eye exams, prescription glasses and contact lenses. Vision insurance can be included in an overall healthcare plan, bundled with other add-on coverage, or stand alone to augment regular coverage that does not include vision.
- Business InsuranceOur industry-specific business insurance programs protect your business with the coverage that best meets your challenges. While we have built our reputation on the depth of our focus on real estate, financial institutions, and our private client practice, our sphere of influence is vast and includes many other industry sectors...
- Professional Liability InsurancePatrick joined Windermere in 2021 and currently serves as an Account Executive specializing in the design, placement and service of cyber, executive and professional liability insurance programs.
- AnnuitiesAnnuities allow tax-deferred payments into an investment account, will then make payments to you as a lump sum or incrementally, yet are taxed at your then-current tax rate.
- Liability InsuranceFrom small businesses to Fortune 500 companies, every business needs insurance. While most business owners know they need general liability insurance, several other kinds of Read More »
- Identity Theft Insurance
- Flood Insurance