Protecting your family, future, and way of life

Proactive planning is key

Personalized Approach

The first thing we do when working with individuals is ask questions. What do you want your life to look like? What types of things do you want to do? What do you most care about? Then it’s up to us to do our research and propose a plan that will help you get what you want both at work and at home.

Proactive Planning

People always want more coverage when it’s too late to get it. We help you look ahead so you get the right coverage at the right time for the best price. 

Up-to-Date Protection

Of course, when there’s a significant change in your life, we’ll need to review your plan and make adjustments. What sorts of changes necessitate a review? Anything substantial in your business or family life, such as:

Personal Changes

  • Birth of a child
  • Purchase of a home
  • Estate planning & protection
  • Desire to make a charitable bequest
  • Job change
  • Change in income level
  • Divorce
  • Death
  • Inheritance

Business Changes

  • Adding partners to your business
  • Covering key people at work
  • Supplemental retirement planning
  • Expanding your business
  • Starting a new business
  • Business divorce
  • Mergers & acquisitions
  • Succession planning
  • Exit planning

Insurance Solutions

Once a strategy is in place, we execute your plan with a customized mix of insurance solutions

Life Insurance

Life insurance is the foundation of personal protection. It does much more than provide a payout – it provides peace of mind, family security, and the succession of your business.

All Life Insurance policies fall into one of two categories…

How long has it been since you revisited your insurance policy? Do you have too much or too little? Have you incorporated the tax advantages of life insurance into your financial plan? We’ll make sure your plan supports you in all the right places.

When I couldn’t get life insurance anywhere, Stacy and Alana took over. They found the source of the problem, addressed it in a cover letter to the carrier, and came back with a favorable decision. Thank you, 1706 Advisors!

Nancy Holab Nevins - Executive Director, Am Yisrael Congregation

Disability Insurance

Disability insurance protects your income, your savings, and your ability to provide for yourself and your family. In your working years, you’re more likely to become temporarily or permanently disabled than you are to die.

Most people think of assets as tangible goods, like a home, a business, or an estate. But for most working individuals, the ability to earn an income is your most valuable asset, and a disability can pose a serious threat.

There are two basic types of disability coverage – group and individual.

Insurance is something you need when you don’t think you need it, and when you need it you’re happy as hell you bought it. In 1999, I didn’t want to buy disability insurance for the 3 of us at the business. Who the hell is going to get hurt? But Stacy made such a compelling case that my ex-CFO did it behind my back. A few years later, I broke my neck in an accident and lost the use of my legs, but because of Stacy’s passion and persistence, I’ll never have to sell my house or rely on the generosity of friends and family — and either will my children. I will be financially independent for the rest of my life, and I owe that to Stacy. Thank you, Stacy, for looking out for my best interests.

Joel Heifitz - CEO, Concept Laboratories

Long-term Care Insurance

Who should consider a Long-Term Care Insurance policy? In a word, everyone. Long-Term Care can be emotionally and financially devastating for the entire family unit. Planning for your health and well-being is one of the most thoughtful things you can do for your loved ones.

The world of long-term care is ever evolving. The expansion in the market has widened accessibility to fit varied needs.

Long-Term Care Products fall into a few categories:

Health Insurance

Health is an unpredictable “wild card” in individual planning. Medical debt is a common cause of bankruptcy. The right health insurance protects your finances as well as your health.

We can help in all stages of life whether it be:

Protect all areas of your life with a comprehensive plan.

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Some of our many insurance providers