Our Firm

Kanter Associates is a full service insurance and financial services firm. Our associates can help with insurance needs, investments,* executive compensation strategies, employee benefits, as well as with business continuity and estate planning strategies. Retirement Planning, Estate Planning Strategies, Fringe Benefit Planning and Investment* Strategies are among our specialties. Our network of professionals includes insurance underwriters, financial advisors, attorneys, actuaries, and CPA's.

Our Clientele:
Owners of closely held businesses and professional practices. Individuals who assume responsibility for their own financial well-being.

Professional Specialties:
Life Insurance
Trust and Estate Planning Strategies
Retirement Plans
Investments*
Fringe Benefits
Disability Insurance**
Long Term Care (LTC) Insurance**
Business Continuation Planning
Qualified Plans
Asset Distribution Planning*

Products and services provided through members of the National Life Group®, a trade name of National Life Insurance Company and its affiliates:

National Life Insurance Company, the flagship of the enterprise, National Life Insurance Company was established in Montpelier, Vermont in 1848 and is licensed in all 50 states and the District of Columbia.

Life Insurance Company of the Southwest, Addison, Texas, a recognized leader and provider of annuity products, established 1954. Life Insurance Company of the Southwest is not licensed to do business in the state of New York.

Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company offering an extensive line of financial products and services.

Sentinel Investments®, serving the needs of investors since 1934, One National Life Drive, Montpelier, Vermont 05604.  Sentinel Investments® is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset  Management, Inc. and Sentinel Administrative Services, Inc.

All entities referenced above are affiliated unless otherwise noted.  Kanter Associaties is independent of all companies referenced above.

Additional access to fixed insurance and annuity products, disability income and long term care insurance products through marketing organizations independent of Equity Services, Inc. and the National Life Group.

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  Kanter Associates is independent of Equity Services, Inc.

** Long Term Care and Disability insurance are available through one or more insurers who provide these types of insurance contracts. Long Term Care and Disability insurance is not underwritten nor issued by National Life Insurance Company or its affiliates.

Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI).  ESI, and any companies affiliated with ESI, are not sponsoring, are not responsible for, and make no warranties or representations as to the CPA's right to or competence to practice accounting.  Anyone dealing with the CPA assumes the entire risk of dealing with the CPA in connection with the practice of accounting or providing tax advice.