The #1 Service we offer is INSURANCE REVIEW!
Our Review process is a complete analysis of the customers current needs and current product functionality. We spend a lot of time helping people understand what they have and if it fits their true needs. Sometimes, those customer needs are not met by their current product, in that case, we have a full toolbox of industry leading products from some of the best insurance companies in the world.
Some of the products we offer
Whole Life
Life insurance that has an actual cash value. Insurance meant to last your whole life.
Universal Life
Flexible premium life insurance, meant to be adjusted during your lifetime. Very important to review every 5 years.
Final Expense Policies
Policy specifically for paying funeral expenses and other cost associated with death
Term Life
Life insurance meant to cover you for a term in your life. 10yr, 20yr, while you have specific risks.
Income Annuities
An annuity meant to pay an income stream. Like a pension.
Fixed Interest
Annuity that earns interest on a fixed percentage. Interest rate usually guaranteed for a period of time
Fixed Index
Annuities that earn interest based on market indexes. Fixed meaning can’t lose money.
Deferred Annuities
Annuity allowed to accumulate interest for the future purpose of distribution
We work with many Senior Health (Medicare) providers right in your area. Give us a call for help selecting one.