Financial Strategies

In partnership with First MainStreet Insurance, Dubuque Insurance Services is able to offer quality advice and products for Property & Casualty insurance for individuals and businesses. This includes:

  • Individual Life, Long Term Care and Disability Income Insurance. This includes:
    • Level Term Life for 10, 20, or 30 Years
    • CashBack Term, which refunds all premiums after 20 or 30 years.
    • Universal and Whole Life
    • Asset based Nursing Home and Home Healthcare insurance.
  • Individual Investment Management Services. That includes:
    • IRAs
    • 401K
    • College Savings Plans (529)
    • Brokerage Investment Accounts
    • Annuities
  • Employer Sponsored Retirement Plans
  • Corporate Life Insurance for needs such as:
    • Buy Sell Agreements
    • Key Employee Coverage
    • Non-Qualified Deferred Compensation Executive Benefits
  • For Closely Held Businesses and their Owners, Business Transition Planning and Estate Planning.

For more information on our financial strategies services, please contact Dubuque Insurance Services and we’ll connect you with a highly trusted partners.