Every FINANCIAL journey is different...
What we can do for you
Retirement Protection
We start by learning about your goals and dreams, then compare them to your current situation. We use proven financial strategies designed to meet your risk tolerance and protect you against market volatility. We understand that everybody has a different financial picture, and different goals, so we never take a cookie-cutter approach. We will take the time to fully understand your family's needs, budget, and concerns so that we can find the perfect fit for you.
Life Insurance: Protecting your family's future
We want to make sure you have all the information you need to confidently make the best decisions for your family. We partner with over 50 insurance carriers so we can provide you with a completely customized plan, providing the coverage you need. Whether you’re deciding between life insurance options, looking for mortgage protection, or considering final expense coverage, our agents are here to help you decide which insurance plan best fits your needs, and is well within your budget.
Debt Free Life
Debt Free Life ® is a modern way to pay off your debt using the cash value of a specialized participating whole life insurance policy. Using our exclusive software, your certified Debt Free Life ® consultant will generate a personalized debt elimination report showing you how and when to pay off each debt and the projected amount of interest you’ll save, all without spending any additional money each month. The main advantage of Debt Free Life is putting you back in control of your finances by eliminating debt. You will also reduce the interest paid to lenders while accruing funds in the cash value component of a whole life insurance policy. By redirecting your current inefficient dollars into your policy and gaining guaranteed interest and dividends,* you become your own bank and pay off debts with no additional out-of-pocket expenses.
Notary Signing
A notary is a public official who is authorized by the government to witness and certify the signing of legal documents. The role of a notary is to prevent fraud and ensure that the signatories of a document are who they say they are.
Notaries are typically appointed by the state government and are responsible for verifying the identity of the signatories, ensuring that they are signing the document voluntarily, and making a record of the transaction.
ADDITIONAL SERVICES
ADDITIONAL SERVICES
Disability Insurance
Disability income insurance is a type of insurance product designed to help replace a major portion of your income if you were unable to work because of an illness or injury. For this reason, many people think of it as “paycheck protection.” Along with life insurance, disability insurance can offer the protection you need to ensure your family doesn’t lose their home or other valuable assets if the unthinkable happens.
Critical Illness and Long Term Care
Critical illness insurance is a policy that will pay out a benefit as a lump sum if you are diagnosed with a critical illness or condition specified in the policy. This can relieve or lessen the financial strain that can come with critical illnesses, so you can focus on getting better. Long Term Care is a policy to help with costs associated with Nursing homes, assisted Living or home health care needs.
