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Financial Services

Marc Spiro & Company offers a complete line of insurance and financial products and services ranging from life and disability income to group life and health insurance.

401(k) Retirement 
Plans

This plan supports long-term financial security by allowing employees to invest and build a strong retirement foundation.
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Fixed 
Annuities

This product helps individuals secure long-term financial stability with guaranteed rates and dependable retirement payouts.
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Flexible Spending 
Accounts

An FSA helps employees save money by covering everyday healthcare costs with tax-free funds.
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Health Reimbursement Arrangement

A Health Reimbursement Arrangement allows employers to reimburse employees tax-free for qualified medical expenses.
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Health Savings Accounts (HSA)

This account empowers employees with flexible, tax-advantaged savings to manage current and future medical costs.
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accident

Individual 
Disability

A personal policy that replaces a portion of income when disability stops you from earning.
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Individual / Family 
Health

Affordable, flexible health coverage designed to protect individuals and families with essential care and benefits.
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Individual Life 
Insurance

A personal policy that ensures your family is supported financially if the unexpected happens.
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family

Individual Long-Term 
Care

A personal policy that provides financial support for long-term care needs due to aging, illness, or disability.
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Mortgage 
Protection

A policy designed to cover your mortgage balance so your family can keep the home if the unexpected happens.
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Get a Quote

Getting the right protection shouldn’t feel complicated. Share a few details with us and we’ll help you find a personalized insurance quote that fits your needs, budget, and lifestyle. Quick, simple, and created to give you clarity and peace of mind.
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