We offer services in these areas
Life and Disability Insurance
Life and Disability Insurance provide replacement income after an unexpected death or injury. Life insurance can also provide supplemental funds for long term care expenses. When used in estate planning, life insurance can guarantee an inheritance to your beneficiaries.
Retirement Income Planning
Retirement is a time to enjoy the rewards of your hard work and dedication, but achieving financial security requires careful planning. We help you create a personalized retirement income strategy designed to provide peace of mind and financial independence throughout your retirement years.
Bridge
Long term care is a financial challenge for many in retirement. Bridge pairs long-term care coverage with a fixed index annuity to maximize your long-term care stay. Bridge allows you to stay in private long-term care longer than your savings alone. While asset spend down and going on Medicaid is part of retirement planning for many, Bridge allows us to extend your stay in a private pay facility.
MYGA/Safeguard Plus
Safeguard Plus® is a multi-year guaranteed annuity designed to help you grow your savings with confidence. It offers a guaranteed fixed interest rate, protection from market risk, and tax-deferred growth, giving you a simple, secure way to build toward retirement while keeping flexibility for future needs. These advantages make MYGA’s a great alternative to outperform savings accounts, certificates of deposits or money market funds.
Our Partner Insurance Providers
