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Lebanon-Based Insurance Risk Management

Your “One-Stop Shop” For All Things Financial

We are uniquely positioned to help with most everything that life might throw at you pertaining to your finances. We have also networked with other professionals who can help serve you in areas we do not cover, and who we believe share our same values and our commitment of doing what’s best for our clients.

Insurance Risk Management

  • Risk Management Analysis
  • Life Insurance - all types - term, whole life, universal life (regular, indexed and variable)​
  • Disability insurance, accident/critical illness and dental/vision insurance
  • Medicare Supplement, Medicare Advantage and Part D drug plans and Affordable Care
    Act (a.k.a. Marketplace / Obamacare) plans.
  • Long-Term care insurance and hybrid long-term care insurance plans
  • Home, Auto, Business, and Liability insurance (offered by Sorum Insurance & Tax)
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