Life Asset

Close-up of an eye symbolizing insight and strategic vision for financial solutions and comprehensive coverage.

We understand the important steps to developing strategic programs that provide comprehensive coverage as well as savings opportunities. We complete a thorough analysis of all available options in order to design the solution that most effectively meets the financial objectives behind each plan.

Commercial Insurance Services

Yes, tailored insurance solutions are a click away.

Key Person Life Plans

Yes, tailored insurance solutions are a click away.

Key Person Disability Plans

Yes, tailored insurance solutions are a click away.

Estate Preservation / Wealth Creation

Yes, tailored insurance solutions are a click away.

Employer Sponsored Financial Plans

Yes, tailored insurance solutions are a click away.

Executive Deferred Compensation Plans

Yes, tailored insurance solutions are a click away.

Business Continuity Planning

Yes, tailored insurance solutions are a click away.

Business Overhead Insurance

Yes, tailored insurance solutions are a click away.

Buy / Sell Agreements

Yes, tailored insurance solutions are a click away.

Supplemental Retirement Planning

Yes, tailored insurance solutions are a click away.

Executive Life Insurance

Yes, tailored insurance solutions are a click away.

Executive Disability Insurance

Yes, tailored insurance solutions are a click away.

Executive Long Term Care

Personal Insurance Services

Yes, tailored insurance solutions are a click away.

Personal Insurance Services

Yes, tailored insurance solutions are a click away.

Mortgage Protection Insurance

Yes, tailored insurance solutions are a click away.

Individual Term Life Insurance

Yes, tailored insurance solutions are a click away.

Individual Whole Life / Permanent Insurance

Yes, tailored insurance solutions are a click away.

Individual Disability Insurance

Yes, tailored insurance solutions are a click away.

Individual Long Term Care

Yes, tailored insurance solutions are a click away.

Fixed Annuities

Yes, tailored insurance solutions are a click away.

Family Life Insurance

Yes, tailored insurance solutions are a click away.

Survivorship Universal Life

Meet the Team

Vice President, Life & Asset Risk Advisor

Kimberly Muldoon understands that every life tells a unique story, and thoughtful planning helps ensure that story continues for generations to come. As a Life & Asset Risk Advisor, she helps clients protect their families, safeguard their financial future, and create lasting legacies through customized life insurance solutions. Kimberly believes the team’s compassionate, consultative approach makes all the difference, guiding clients through important decisions with clarity and care. Her goal is to help clients face the future with confidence, knowing the people they love are protected.

A Reputation Built on Trust

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Commercial/Business

Personal

The following carriers prefer insureds contact them directly for claims: ASI, Narragansett Bay, Olympus, Progressive or UPC.
Please see our list of carrier numbers.