Supporting local businesses since 1831.
Rest Insured.
Michael Pugliese
Financial Advisor, LPL Financial
As part of a comprehensive financial plan, LPL Financial professionals help ensure the right coverage is in place — starting with guidance to identify the most suitable option.
Our business insurance offerings through LPL Financial include:
Key Person Insurance
A life insurance policy for a key executive’s life, where a company is the beneficiary.
Split Dollar Agreements
A written agreement between employers and employees outlining the division of premium cost, cash value, and death benefits of a permanent life insurance policy.
Buy-Sell Agreements
A legally binding contract that states how a partner’s share of a business may be reassigned if that partner dies or otherwise leaves.
Reach out today to learn how a business can be protected for the future.
Group Retirement Plans
For business owners and managers, offering a group plan can help maintain a competitive edge – along with potential tax benefits. The LPL Financial representative provides support to simplify this important decision.
Personal Insurance
As part of a comprehensive financial plan, the right insurance coverage can be secured to protect both individuals and families. Guidance is provided to clarify available options and determine the most suitable choice. Rest insured.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Dedham Savings and the Investment Center at Dedham Savings are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Investment Center at Dedham Savings, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dedham Savings or the Investment Center at Dedham Savings. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | ||
| NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.