Our Company
With over 50 years experience, The Affinitas Group provides insurance services and wealth planning support for both businesses and individuals.
Whether it’s life insurance for family protection and estate planning or cover for business succession and keyman purposes, we work with you to provide the strategy that addresses your specific needs.
We specialize not only in Wealth Preservation, but in Wealth Creation, in areas such as tax planning and charitable giving. There is no other financial product that offers the advantages of life insurance, and we approach it not as a transaction, but as a solution
The Affinitas Group, LP. provides insurance services and wealth planning support for both individuals and companies in the U.S.
We represent major insurance companies to provide a wide range of product options.
For individuals and businesses, we will walk through your specific needs and design solutions. From life insurance for family or business protection, to disability insurance and group health cover
For insurance professionals we assist with illustration & underwriting service, medical scheduling, APS support and post-issue policy servicing.
