Protect Yourself, Your Loved Ones, and Your Business Against the Unexpected

Advisory Services

Our expert insurance advisors are here to help.

Life happens fast, and can change in an instant. Our goal is to protect you from the unexpected.

When was the last time you asked yourself:

  • does my life insurance still meet my needs?
  • what might happen to my family if I become sick or injured and I’m suddenly unable to work?
  • what about my business?
  • do I have a plan in place to protect my nest egg if I need long term care down the road?
  • am I insurable if I’ve been denied for coverage before?

Our Advisory Services professionals are here to help you with your planning and also with the purchase of specific products, such as:

Our experts provide trusted advice and insurance solutions to protect what matters most. We’ll take time to understand your unique needs, identify gaps in coverage, and create custom plans. From personal to business insurance, we’re dedicated helping alumni and their families protect what they have worked so hard to build.

Our services are complimentary

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