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Our Insurance Partners

Through our affiliation with Valmark Financial Group, we maintain strong relationships with many of the industry’s most highly rated life insurance companies. Many of these company relationships span decades which gives us leverage in negotiating favorable arrangements on behalf of our clients.

Although we have access to dozens of high quality insurers, our core group of insurance companies includes: John Hancock Life Insurance, AXA Equitable, Principal, Brighthouse Financial, Lincoln Financial Group, Jackson National Life Insurance Company, Minnesota Life, Nationwide, and Prudential.

-insurance companies-



Meet bob clower

our collaborative partners

• our team at valmark

• our insurance partners


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Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts