Insure Your Financial Plans

Insurance products can provide security in every stage of your financial lifecycle, including:

  • Family income protection
  • Business solutions
  • Tax-advantaged retirement income
  • Immediate and long-term guaranteed income
  • Estate planning
  • Wealth transfer

TAG Protect partners with your financial professional to help secure and protect your financial future.

TAG Protect partners with financial professionals to deliver powerful tools to mitigate risks that can be catastrophic the financial well-being of individuals, families and businesses. Have you considered the full impact of premature death, disability, long-term care, and outliving your financial resources? Insurance products can help deliver solutions that prepare for these risks and protect your assets, income and legacy.

Through TAG Protect, your financial professional has access to insurance products and solutions from some of the country’s premier insurance brokerage firms, including:

TAG Protect serves as a concierge to insurance experts and resources, helping to make insurance solutions a vital part of your financial plans.

Protect

Your Financial Professional's TAG Protect Partners

Eric P. Miller, FLMI

Drawing on over 35 years of insurance experience and leadership roles, Eric serves as a liaison to preferred insurance partners and the Cambridge Insurance Center. He collaborates with financial professionals to develop strategies for income protection, wealth accumulation, asset protection, retirement income, long-term care planning, estate planning & wealth transfer, and a wide range of business solutions.

Carmine J. LaCognata

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

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.

Reach out to your financial professional for more information