Insurance products can provide security in every stage of your clients’ financial lifecycles, including:
- Family income protection
- Business solutions
- Tax-advantaged retirement income
- Immediate and long-term guaranteed income
- Estate planning
- Wealth transfer
TAG Protect marshals the resources needed to help your clients secure and protect their financial futures.
TAG Protect gives you powerful tools to protect against risks that can be catastrophic to the financial well-being of your clients and their loved ones. Have your clients planned adequately for the risks of premature death, disability, long-term care needs, or outliving their financial resources? Insurance products and solutions can prepare for many of these eventualities and protect your clients’ savings, investments, and assets.
Partnering with premier insurance brokerage firms, TAG Protect can provide you with robust insurance and risk management tools, including:
We can serve as your concierge to insurance experts and resources available through our partners and the Cambridge Insurance Center.
Our Preferred Partners
(800) 589-3000
(800) 517-9901
(800) 876-3950
(800) 237-0263
Your Insurance Resource Professionals
Eric P. Miller,
FLMI
Managing Director
Eric serves as a liaison to preferred insurance partners and the Cambridge Insurance Center, assisting financial professionals with integrating risk management into their financial planning practices. Eric can help you develop strategies for income protection, business continuity, retirement planning, wealth transfer, and estate planning.
Carmine J. LaCognata
Director, Specialty Markets
Carmine is our in-house expert focused on serving the retirement and wealth accumulation needs of high-net-worth individuals. He supports advisors by leading efforts that deliver innovative, tax-efficient solutions through specially priced variable universal life policies. Carmine has over 30 years’ experience working with financial professionals and affluent clients with unique retirement planning solutions.
Jamee Tuttle
Consultant, Insurance Marketing Communications
Jamee serves the TAG Protect team in a marketing & communications consultant role. Additionally, she collaborates with our broader team on planning and executing insurance focused meetings, events, and support. Jamee brings over 25 years’ experience that encompasses marketing/communications, operations, sales/business development and strategic planning.