Health & Life Insurance


Stern Agency will provide financial tools for families, businesses and individuals so they can maximize their wealth and protect their assets.

We will provide a full service analysis and support in the following areas:

Individual insurance protection

  • Term Insurance
  • Universal Life
  • Whole Life
  • Survivorship Life
  • Disability Life
  • Long Term Care
  • Annuities

Financial planning services

  • Estate Planning
  • Wealth Transfer Planning
  • Retirement Planning
  • Charitable Planning
  • Executive Compensation Planning
  • Business Planning