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Why
Select Wood Gutmann & Bogart for your Financial
Services?
The Wood Gutmann & Bogart Financial Services Department has assembled
the finest staff of financial professionals whose experience
is complemented by their intelligence and integrity.
We are committed to continuous education, training and
cutting edge technical resources. Our combination of
talent and technology will ensure that your employee
financial services program is the best cared for and
cost effective plan available. |
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Partial
List Of Products & Services Offered:
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• Life Insurance - Term & UL
• Disability Insurance (LTD)
• Long Term Care (LTC)
• Asset Based Long Term Care
• Medicare Supplemental Insurance
• Non-Qualified Retirement Plans
• Wealth Management Programs
• College Funding Programs
• Equity Index Annuities
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• Fixed Annuities
• Certified Senior Advisor Services
• Traditional IRA
• Roth IRA
• Simple IRA
• SEP IRA
• Policy Review Services
• Risk Management Services |
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OUR
STRENGTHS
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THE
BENEFIT TO YOU
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Our
People |
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You
will always be working with experienced insurance
professionals. Our Benefits Department has over
130 years of combined experience. Meet
Your Broker
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Five-Star
Service |
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Proactive,
prompt and thorough service on all insurance matters
so you can focus on running your business. Testimonials
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Market
Access |
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Custom
coverage for the best price. We have access to virtually
all insurance and administration markets.
Carriers Represented
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Carrier
Clout |
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You
are assured the best pricing. We are one of the
largest regional brokerage firms in the state. Our
volume of business assures you the most competitive
plan. Carriers Represented
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National
Affiliations |
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We
offer a wealth of resources through our National
Affiliations. Zywave, Trivantage Rx, Haack &
Associates.
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Technology |
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We
use leading-edge technology to provide our customers
with the latest data analysis, legislative, communication
and human resource administration tools.
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Value
Added Services |
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MyWave!
access separates us from virtually all of our competitors.
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Single
Source Solution |
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Single
Source Solution to all of your Benefits, Retirement
Plan and Key-Man Insurance needs. List
of Services |
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