Life Insurance

No, this isn’t Burger King® but yes, you can still have it your way! 

When it comes to life insurance, there are an infinite number of combinations that will give you the financial protection you seek and not leave a bad taste in your mouth.

That’s because between the most popular options – Term life insurance, Whole life, 

Universal life and Variable Universal life – it’s not hard to find a policy that precisely fits your needs, budget and goals for the future. 

Have it your way, no matter what that way may be. Reach out to our life insurance experts and let us help you find just the right combination of benefits for you and yours.

Call or click for a price and coverage quote today!

Annuities

Annuities are a complicated-sounding name for what’s actually a very simple investment option for many people.

Fully-funded annuities are a very low-risk (often insurance-based) investment that deliver a fixed amount of regular, recurring income over the life of the annuity. You can specify yours to pay you annually, semi-annually…even monthly. 

Best of all, many annuities can be structured to avoid income, capital gains or estate taxes for the owner.

If receiving a regular, and likely tax-free income is appealing to you, let one of our investment professionals show you what an annuity can do for you!

Call or click for a price and coverage quote today!

Disability Insurance

What would happen if you suffered a career-threatening physical or psychological disability; one that would never again allow you to work or earn a living? Protecting yourself – and safeguarding your ability to earn income the rest of your life – is what disability insurance is all about. 

Work-related disabilities happen much more than you might think, as nearly 25 percent of Americans will likely suffer a debilitating or disabling injury before they retire from the 

workforce. Disability insurance is not necessarily for the ‘other guy’; it might be for you.

With several different kinds of disability insurance to choose from, just talk to one of our professionals and you’re certain to find an option that fits your needs exactly. 

Call or click for a price and coverage quote today!

Financial Planning

You’ve heard this old adage many times: If you fail to plan, you can plan to fail. And that other old adage: Social Security alone is insufficient for your retirement. The truth is, sound financial planning is the key to anyone’s healthy retirement. 

But where do you start? Many financial options you’re already aware of, such as IRA’s and workplace retirement accounts (like a 401(k) and other retirement accounts). But there are likely other financial options you may not be as familiar with, including Whole Life or Universal Life insurance plans and insurance-based Annuities, as well as some lesser-known options such as College Savings Plans and many others.

Doesn’t it make sense to find out what all your options may be? 

What you can do is contact our financial planning experts and let us show you all of the options available to you. What you cannot do is wait any longer to get started. Even if you are age 50 or older, you can still achieve a financially strong and secure retirement if you act now.

Call or click for a price and coverage quote today!

Do I Really Need Insurance?
The odds are it will not happen. Odd that it did huh?