Life and Disability Insurance Needs Analysis

I have a background in insurance having worked at MetLife for many years.

Cambridge Investment Research is an independent broker-dealer, and I specialize in investments and retirement planning, but I also provide no pressure life insurance advice.

Being independent means, I get to use the insurance products of many different companies. And I partner with insurance brokerages such as Jurs Montgomery who can shop for the products and businesses that best meets your needs.

Insurance Needs Analysis

I construct strategies for your individual life and disability insurance needs. Also, I design group life and disability insurance plans for companies and not-for-profits as well as carve-outs for the executives of the organizations.

When you need life insurance, we determine together how much insurance you need. Then we decide on the type of insurance policy that suits you best: term, whole life, universal life, or variable life.

Some of the Insurance Companies I am Licensed With:

  • Prudential
  • Jackson National
  • Pacific Life
  • Axa Equitable
  • Symetra
  • Nationwide

Insurance Consultation: