Services

What We Offer

At 1802 Insurance™, we know that insurance plays an important role in accomplishing many different objectives:

  • Estate conservation

  • Business continuity arrangements

  • Executive benefits plans

  • Charitable giving arrangements

  • Estate equalization

We provide your clients with access to a wide variety of life insurance products.  We educate each client to assist him or her in purchasing the product that is best suited to meet his or her objectives.

We help you to assist your clients with the following items:

  • Determining the appropriate amount of insurance coverage needed

  • Finding the most suitable type of policy

  • Determining the best ownership structure to accomplish the client's objectives

  • Determining which carrier is best suited for the purchase

After the insurance is purchased, your clients can rest assured that they can engage us to proactively monitor and service their insurance contracts on an ongoing basis.

Request a Meeting
610-437-1375