Financial Services

As a trusted advisor and partner, Brown & Brown provides customized solutions for Estate, Business & Financial Planning. We provide you with the ability to be free from worry about tomorrow so you can enjoy today and provide for your family in the future.

Brown & Brown Financial Planning products & services include:

  • Mutual Fund
  • Money Market Funds
  • Brokerage Services
  • VIP Asset Management Account

Brown & Brown Business Planning products & services include:

  • Key Person Life & Disability Insurance
  • Business Overhead Protection
  • Buy/Sell Agreement Funding
  • Deferred Compensation
  • Section 162 Executive Bonus Plan
  • Group Life Alternative
  • Split Dollar

Brown & Brown Estate Planning products & services include:

  • Business Succession Planning
  • Estate Tax Analysis Service
  • Funding Strategies
  • Long Term Care Strategies
  • Whole Life Variable Insurance
  • Term Life Insurance
  • Survivorship Life Insurance
  • First to Die Payout

For more information please contact:

Tom Boeglin

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