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Joe Pugh & Associates and The Pugh Group serve the financial planning needs of individuals.
Our firm also markets insurance and related products & services to other insurance agents, brokers and consultants.
The Pugh Group performs consulting services to insurance carriers and health plans in product design and marketing strategy.
We also assist with physician marketing efforts in organization and contracting.
We design and implement insurance loss & premium expense reduction programs.
We are Managing General Agents for several carriers and offer their diverse product base to other agents, brokers and consultants. Our primary product focus is group health, individual health, life, annuities, dental, long-term care, Medicare supplements, home care plans, group LTD & STD plans and a variety of voluntary, worksite products.
Joe Pugh & Associates, with over a
quarter century of service, have developed and maintained several
hundred client relationships. Many of these clients entrust their
financial planning objectives with us, and others, insurance planning and
management. Some have come to us for advice only, while still others
rely on our expertise in matters of estate planning, tax planning, and
retirement planning. So many of our clients came to us as a result of
their need for an insurance product and continued their relationship
with us as their needs and financial objectives changed. |
FINANCIAL PLANNING