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Protecting Your Lifestyle And Assets

Whether the goals are business goals or personal goals, we have found that the traditional methods are not geared to solving all of the many different needs of our clients.  Needs have changed, clients have changed, products have changed, and insurance companies have changed.  You will be amazed at what has become available.  Old Carolana Group can navigate you through the right concepts, products, and companies.

Business Planning

Buy-Sell Agreements

Key Employee Planning

Split Dollar Agreements

Cash Balance Plans


Premium Financing

Pass Strategy

Business Succession Planning

Employee Retirement Planning


Traditional IRA Plans

Roth Plans

401(k) Planning

Pension Plans

Cash Balance Plans

Profit Sharing Plans


Lifetime Income

Social Security Maximization


Whole Life

Term Life

Guaranteed Universal Life

Index Universal Life

Simplified & Guaranteed Issue

Disability Income Insurance

Long-Term-Care Insurance

Charitable Giving Concepts

Policy Review

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (252) 243-6470