Life & Health Insurance

medical_group_420x315Whether you need to check the status of a claim, order a prescription or get directions to the doctor’s office, a good plan puts you in control of your health care. We have comprehensive programs designed to help you get the most from your Healthcare benefits.

Products Available:

  • Medical Health Insurance including PPO, POS & HMO products
  • Dental Insurance including indemnity and PPO plans
  • Short-Term Disability
  • Long-Term Disability
  • Long-Term Care (both group and individual)
  • Vision
  • Section 125 (Premium Only Plans and Flexible Spending Accounts)
  • HRAs (Health Reimbursement Arrangements) – Defined contribution plans
  • MSAs
  • Life Insurance (individual and group)
  • Voluntary Supplemental Insurance – Cancer, Personal Accident, Disability
  • Mortgage Life Insurance

Financial Services

Products Available:

  • Annuities
  • Buy-Sell Agreements
  • Estate/Investment/Income Planning
  • Individual Retirement Services: Roth and Traditional
  • 401K
  • Business Continuation Plans
  • Deferred Compensation
  • Retirement Planning
  • Pensions and Profit Sharing Plans

For more information or to obtain a quote contact one of our professionals to discuss your needs. Coverage cannot be bound via email.


Bobby Katzman

Insurance Products:
• Are not a deposit
• Are not FDIC insured
• Are not insured by any federal government agency
• Are not guaranteed by the bank
• May go down in value