Individual Benefits Insurance
from Pepper, Johnstone & Company
Individual Benefits Insurance
With creative approaches for both individuals and corporations, the professionals of Pepper, Johnstone & Company’s Individual Benefits practice are focused on maximizing protection, preserving wealth and planning for your future. Our carefully crafted insurance programs include individual life, disability and long-term care plans that are designed to preserve a family legacy or attract, retain and reward key employees.
Individuals
- Policy portfolio review and analysis
- Individual life insurance
- Estate planning
- Income replacement and protection
- Long-term care planning
- Long-term disability planning
- Annuities
- Retirement/401k/IRA rollover
Corporation
- Portable products to supplement group disability and life plans
- Key person funding strategies
- Buy/sell succession planning strategies
- Programs to attract, retain and reward executive talent
Comprehensive and Personalized Process
At Pepper, Johnstone & Company we work closely with our clients to truly understand their needs and then develop innovative programs, using various insurance products and strategies when appropriate as a funding mechanism to meet their immediate and long-term objectives.
Skilled Professionals
Our professionals use their extensive experience in individual benefits planning to develop creative solutions and effective strategies tailored to your specific needs.
Team Approach
Each client is represented by a team of professionals, directed by a principal of the firm, to provide you with personalized service.
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