Tristate Life & Health Insurance Agency

Whether your company or business is large or small Tristate insurance has a solution. We offer an array of products such as Succession plans, Executive Bonus plans, Retirement plans, Estate plans, Employee and Group plans. Tristate can also offer benefits to all employees at no cost to your company or business.

​

Succession and estate planning ensures protection and/or an exit strategy should a business owner retire, become disabled, dies prematurely, or is in business with one or more partners. Should one of those partners become divorced and needs to liquidate their share of the business a succession plan provides the necessary capital to buy them out, thus keeping the business afloat; protection is also provided should a partner(s) die prematurely.

​

Retirement plans provide additional options for the business owner seeking to utilize his/her earnings as income for themselves and their loved ones during retirement. Far too often a business owner will continuously invest in their business, yet fail to utilize additional options to provide an income stream during retirement.  

​

Executive, employee, and group plans not only attract and help retain employees. They assist in protecting the business if a key employee the owner relies on because of a particular set of skills or knowledge, that is difficult to replace becomes disabled, leaves the company, or dies prematurely.  

​

Safety and growth is what it is all about. Your success is our success. Give us a call today.