Welcome to the Hodgkins Boettger Agency!
Our Services
Providing Strategic Funding Solutions for Business & Individual Risk Management Needs
Business
Executive Benefits
Non-Qualified Deferred Compensation
Business Succession
Buy/Sell
Key-Employee
Estate
Estate Liquidity
Estate Equalization
I.L.I.T. (Individual Life Insurance Trust)
G.S.T. (Generation Skipping Trust)
Charitable Giving
Individual*
Income Replacement
Retirement Income
Disability Income Insurance
Pension Optimization
Long-Term Care Funding
Review your Insurance with out Policy Review program. We will evaluate your policies individually and cumulatively for Effectiveness and Efficiency.
Effectiveness - Will your policies provide yourself, Family or Company the right amount of benefit the entire time you need it based on your needs and goals?
Efficiency - Are you paying the right amount, too much or too little for your Insurance?
​*Includes Retirement Income, Disability, Long-Term Care & Death Benefits.
The use of trusts involves complex tax rules and regulations. Consider enlisting the counsel of an estate planning professional and your legal and tax advisors prior to implementing such sophisticated strategies.