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Business & Personal Life Insurance
As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are registered to conduct securities business through Kestra Investment Services, LLC. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example, What are strategies for corporations to:
What are strategies for family businesses to: What are strategies for affluent individuals to:
What are strategies for affluent families to: We can help you get the answers you need |
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How much life insurance would you need to produce a sufficient income stream for your family? Will you be able to afford nursing home care? Estimate the potential cost of waiting to purchase a long-term care insurance policy. How much Disability Income Insurance do you need? |
 About Us
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At William J. Kalmer, CLU, Ltd., we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.