Products & Services for Individuals
Life Insurance
Partner with Transamerica, Nationwide, Pacific Life, Everest, and others to pair our clients with cutting-edge life insurance products.
- Offer solutions for a term, whole life, universal life, and final expense insurance
- Indexing strategies for capturing market growth and shirking volatility.
- Flagship products include FFIUL, TrendsetterLB and Everest Final Expense
- Concierge Services include will prep, price finding features, and 24/7 assistance
- Monthly webinars and newsletters from Us to You to keep you in the know
Health Insurance
We've got your back if it goes out!
- Medicare supplement, worker's comp, and disability coverage
- Accident and liability Insurance
- Living benefits, long-term care, and critical care
- Silver, Gold and Platinum-tier providers
Annuities
You never have to fear outliving your money!
- Insurance for your money
- Fixed indexed for protection and returns
- Accumulation and Income for Life
- Flexible premiums with immediate, midterm and long-term yields
- Bonuses available for contract acceptance!
Retirement Planning
Our advisors put your hard-earned money to work for you!
- 401k and 403b employee-sponsors plans
- 529 college savings plans for your family
- Variable investments that reflect the stock market
- Trust and estate planning to leave a legacy!