PRODUCTS & SERVICES
“We
offer one-stop shopping for a full range of insurance and
financial services products”.
In living out these principles, we will sell insurance and
annuities products that meet the needs of the ultimate client.
They will be simple, easy to understand, and work well for
our clients. Our products will not always be the cheapest,
but will provide the best long-term value. They will be the
product we would want to sell to a loved one and will work
as if it were a loved one using them.
We
Understand Our Clients’ Goals
Each
client has unique goals, so each client’s insurance
and financial services needs are also unique. For each sales
assignment, we listen carefully to the client, apply our knowledge
of the market and our knowledge of the industry, select the
most appropriate insurance and investments tools, and develop
a tailored solution. At each step in the process, we look
for ways to maximize the contributions that our work makes
towards meeting the client’s needs.
PaulBalep
Provides Comprehensive Business Consultation And Support.
Today’s
business owners realize that the way to succeed is by having
the right partners. Whether your objectives are to provide
meaningful and cost-effective employee/executive benefits,
maximize tax advantages or meet personal financial goals,
we’re committed to providing the consultative service
you desire.
Our
team of experts can help you meet a wide range of business
and personal financial objectives.
PaulBalep
and its affiliated companies help employer groups, labor unions,
organizations and associations provide their employees with
quality group insurance coverage. Programs are tailored to
the needs of each organization.
We
are your advocate when you have a claim
We are your consultant, working with you
As you determine your insurance and financial services needs
We will treat you like a person, not just a number
And we do business face-to-face.
CHANCES
ARE GOOD WE CAN SAVE OR MAKE YOU MONEY! There
is a difference!
GET
A FREE, NO-OBLIGATION QUOTE.
Business
Plans
•
Commercial
General Liability
• Commercial Auto
•
Umbrella
liability insurance
• Business Owners
Policy
• Business (Income) Interruption
• Commercial Package Policy
•
Commercial
Property
• Workers' Compensation
• Errors And Omissions
• Directors’ And Officers’ Coverage
• Commercial
Fidelity & Crime
•
Employment Practices Liability
• Surety/Bonds
Insurance
• Technology Business Package
• Kidnap/Ransom & Extortion Insurance
• Sexual Misconduct Liability Insurance
• Fine Arts Insurance
• Church Accident Medical-Dental Coverage
• Hull Insurance
• Inland Marine
• Marine Insurance
• Aviation Insurance
• Mortgage Guaranty Insurance
• Group Health Insurance
• Employee Benefit Plans
• Tax Advantaged Retirement Plans
• Executive Bonus Programs (IRC 162)**
• Buy-Sell Agreement Funding (Death/Disability)
• Salary Continuation (IRC 105)
• Deferred Compensation
• Coordination of Benefits Administration
• Payroll Deduction
• Business Estate Planning
• Key-Person Retention & Replacement
• Selective Executive Plans
• Pensions
• General Forms of Insurance
• Short/Long Term Disability
• Annuities
• Business Overhead Expense
Please
contact us for specific information on these or other areas
of interest.
Individual
Plans
•
Automobile
Insurance
• Homeowners Insurance
• Condominium Insurance
• Renters Insurance
• Mobile Home Insurance
• Boat/Yacht Insurance
• Home-Based
Business Insurance
• Bonds
• Professional
Liability Insurance (E&O)
• Financial & Estate Planning**
• IRAs *
• Tax Deferred Annuities*
• Disability Protection***
• Individual Health Insurance***
• Long Term Care***
• Medicare Supplement***
• Mortgage Pay-Off Plan*
• Term Life – Level 10-20-30 years Term ***
• Universal Life*
• Whole Life/Modified Whole Life*
• Single Pay Life*
• College Funding Programs*
• Retirement Programs*
**
These programs are funded by life insurance, variable annuities
and mutual funds.
* Programs to help you meet asset accumulation and distribution
needs.
*** Programs to protect your assets
“I
wouldn’t buy a suit from two places – the pants
at one, the jacket at another – so why deal with six
companies when PaulBalep offers all the options to give you
a perfect fit?”
For
the fastest route to success, call our toll free service at:
1-800-964-8614. Visit us online at www.paulbalep.com,
or e-mail us at info@paulbalep.com.
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