We will help you find life insurance targeted to your needs.

That's great but it's not the same. Work-life insurance is a form of group insurance offered by your company. It's cheap and offers you an amount of coverage for as long as you're working with the company. Most of my clients believe they're safe with work-life insurance but the company is the owner of the policy, not you. In a nutshell, this means the company can terminate your coverage if you are on disability, decide to leave, and most importantly once you retire. 

Don't be stuck counting on your company's life insurance policy. Chances are you'll end up paying a much higher premium once you realize getting your own life insurance was the way to go. 

Absolutely! We offer personalized insurance plans that include retirement options and build extra cash value immediately. Many don’t know that their retirement plan can be invested into the S&P 500 giving you a higher interest rate and return compared to a Roth IRA. 

Ask our team for more details.

No, you do not need a medical exam. Plans can be offered through one of the wide variety of carriers and financial partners that do not require a medical exam.