Insurance Products
What We Offer
Indexed Universal Life Insurance
Universal life insurance coverage provides protection and accumulates cash value conservatively over time
Guarantees a minimum rate of return
Build cash value during market growth
Prevents cash value loss during market downturns
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Mortgage & Equity Protection
Mortgage protection insurance is a affordable and is designed to shield families from home loss, due to a : death, disability, or sickness.
Immediate case to cover mortgage payments
Builds cash value
Includes living benefits
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Medicare Advantage Solutions
Medicare is a federally required health insurance program for adults 65+ and older.
Prevents out of pocket medical expenses
Covers most medically necessary care
Multiple coverage options within you network
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Retirement Solutions
Annuities are a safe way to accumulate retirement savings that can last your lifetime.
Guarantees your principal
Eliminates risk of market volatitlity on your savings
Tax-deferred growth
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Disability & Critical Illness
Disability and critical illnesses can impact your ability to earn an income.
Replaces a portion of your monthly income
Monthly benefits payments
Lump sum of money to put towards medical expenses
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Term Life Insurance
Term insurance proceeds go to your beneficiaries income-tax free, if you die within a certain time period without the delays of expenses or probate
Return of premium options
Guaranteed death benefit
Guaranteed level premium
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Retirement and Insurance Options
Solutions for your needs
Protecting your family is an easy decision. Think life insurance. Planning now can help your loved ones when they need it most. We help you find financial security through life insurance, retirement planning, and financial services. There’s no one size fit’s all solution. All of our clients are different, thus, so are their plans for the future.
“Honestly one of the best insurance and retirement brokers I have ever used. It’s saved me hours of time finding a solution for life after retirement. One of the best investments I‘ve made.”
Sundar Pichai
Boston, MA
“The advisor’s guidance erased my worry by finding a plan that will provide me income during retirement and immediate access to funds”
Ellen Baucom
Atlanta, GA
“Excellent,quick, and simple . The broker introduced me to reasonable plans that fit by budget and we were able to narrow down the best option over the phone. The advisor was diligent in providing credentials and gave me a peace of mind”
Sundar Pichai
Casper, Wyoming
“Honestly one of the best insurance brokers I have ever used. It’s saved me hours of time finding a life insurance policy. One of the best investments I made.”
Sundar Pichai
CEO, Company
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