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Aegis Risk Advisors

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Individual Insurance 

 

We believe that each individual’s insurance needs can be as unique as their fingerprint and we treat them as such. Our approach is to examine and discuss your specific situation and develop an insurance plan around your needs. We can help you create an insurance solution if you do not already have one in place,  look to supplement, or improve your existing plan. We specialize in reviewing your existing coverage to make sure you are optimizing your premium dollars.

 

Just like any other company that manufactures a product, insurance carriers are constantly updating and evolving their inventory. This is also true regarding their underwriting guidelines. The underwriting process is what ultimately determines insurance offers and premiums for the coverage. As these changes occur, they create opportunities for our clients to improve on their insurance portfolios. We pride ourselves on being proactive for your clients in this area.

LIFE
INSURANCE
  • Family Protection
  • Estate Planning
  • Buy-Sell Funding
  • Key Man
  • Executive Benefits
  • Collateral Assignment 
    *specializing in SBA Funding
LONG TERM CARE INSURANCE
  • Individual Plans
  • Plans for Spouses
  • “Linked Products”
  • Voluntary Group Plans
DISABILITY INSURANCE
  • Individual Plans
  • Executive/Professional Carve Outs from employer sponsored plans
  • Discounted plans available to certain professions

CONTACT US

We are available for a one-on-one consultation to help address your unique insurance needs.

 

MAIN OFFICE:

1777 Sentry Parkway West
Vera 12, Suite 305
Blue Bell, PA 19422

 

FLORIDA OFFICE:

1495 Juno Dr
Juno Beach, FL 33408

 

Email: info@aegisriskadvisors.com
Phone: (484) 351-8411
Fax: (484) 693-1509