Insuring Bensalem and All of AL, AR, AZ, CO, CT, GA, ID, IN, IA, KS, KY, LA, MD, MI, MN, MS, MO, NC, NV, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WV, WI. We secure the financial future of all our clients and provide them with world-class customer service. We initially conduct and complete an in-depth comprehensive needs analysis, and through a customized Comprehensive Family Protection Plan protect our client’s way of life by recommending an appropriate action plan to make sure the financial goals and dreams they have established for them & their family can be realized, even if they are no longer here to share in them.