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Zurich Financial Services

Life Insurance/Employee Benefits


Life Insurance:

With a diverse list of life insurance products and services, ZAS can help you achieve your wealth management strategy. From the simplest income replacement transaction to even the most complex business and estate planning issues, we can provide solutions to your wealth transfer and wealth protection concerns.

Product Offerings
  • Term Life
  • Universal Life
  • Whole Life
Services
  • Business Continuation (Buy-Sell)
  • Business Succession Evaluation
  • Estate Evaluation
  • Performance Evaluation (analyze existing life insurance portfolio)
  • Key person coverage

Employee Benefits:

Our insurance specialists can help you design an employee benefits package that suits your unique needs. We offer access to a full portfolio of employee benefits products through a wide range of industry-leading providers.


Product Offerings

  • Group dental
  • Group short- and long-term disability
  • Group vision
  • Group medical
  • Group and individual whole and term life
  • Voluntary benefits packages

Tax Advantage Solutions

  • Dependent Care Accounts (DCA)
  • Flexible Spending Accounts (FSA)
  • Health Reimbursement Arrangements (HRA/105)
  • High Deductible Health Plans (HDHP) with Health Savings Accounts (HSA)

Featured Solutions:


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