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Independent Insurance Group Pool Program
Products and Services : Financial Planning

We believe that asset protection and risk management includes focusing on the financial well-being of your employees. In addition, owners and key executives may need additional assistance in planning for their personal financial needs. We have partnered with a team of responsive and informative financial planners who will take the time to listen to your goals and aspirations, and partner with you step-by-step to reach them.

Ask us about:

Retirement Programs
Key Man Insurance
Tax Reduction
Estate Planning
Education Incentives

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