Insurance Agents – SOLUTIONS

Our team of dedicated insurance professionals at understands the needs of those in the union workplace and is fully committed to delivering a complete portfolio of customized policies—offering casualty and property protection, stop loss insurance, ERISA Bonds and more—that bring you real insurance solutions.

Our Policies Include:

Trustee Fiduciary Liability Insurance

Fiduciary Liability Insurance pays, on behalf of the insured, the legal liability arising from claims for alleged failure to prudently act within the meaning of the Pension Reform Act of 1974.  [more]


In 1974, a federal law enacted the Employee Retirement Income Security Act to protect participants and beneficiaries from dishonest acts of a fiduciary who handle plan assets. ERISA established minimum standards for plan administrators and investment advisers to protect employee pension and health plans in the private sector.  [more]

Property & Casualty Insurance

Property and casualty insurance protects a person or business with an interest in physical property against its loss or the loss of its income-producing abilities. Casualty insurance mainly protects a person or business against legal liability for losses caused by injury to other people or damage to the property of others.

Stop Loss Insurance

Stop Loss insurance policies provide coverage to self-funded medical plans. Stop Loss insurance is becoming much more prevalent today due to recent U.S. health care reform.  [more]

Group Life & Disability Insurance provides life and health options customized for the labor market, offering a range of solutions for union leaders, workers and their families.   [more]

Investment Advisory Information

[More info to come]  [more]


Comments are closed.