Discover Our ServicesProtect the ones your world revolves around.
One day they’re so small. The next they’re graduating college, getting married, and having little ones of their own. It’s your joy to protect them financially. It’s our job to help you do it.Email Me Schedule An Appointment Call Me: (415)-375-2005
If you’re diagnosed with a critical illness or condition, living benefits can help you avoid the financial burden by providing a lump sum to help cover the associated costs. Our clients have found this useful for getting the treatment they want and filling in the financial gaps left by most medical insurance. Qualifying for critical illness coverage is dependent on factors that include current health, medical history, age, and occupation.Watch Living Benefits Video
92%of older adults have at least one chronic disease; 77% have at least two. Is it any wonder that the average couple retiring at 65 can expect to pay $260,000 to cover their health care costs in retirement?*
Mortgage protection is a simplified, quick issue insurance that is used to protect your greatest asset—your home. It’s designed to provide a death benefit to pay off all, or a portion of, your mortgage. Optional riders are available in most states, such as disability income. This protection can be customized to fit your needs and budget.Watch Mortgage Protection Video
Final expense plans are designed to help alleviate the financial stress associated with the death of a loved one. Due to the variety of our providers and the flexibility of final protection plans, we can structure a plan to fit your budget and find coverage for you no matter what your current health status may be.
There is nothing more important than a good, safe, secure home.– Rosalynn Carter
College education is more expensive than ever, which forces today’s students into a position of crippling debt that can drag out for decades. So how do you provide a university education for your children while avoiding debt? Our college funding strategies can make all the difference. With the right products customized to your needs, your children can have a bright future unencumbered by student loan debt.Watch College Funding Video
Annuities can be used to create a retirement income that lasts as long as you do. These funds accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees looking to preserve assets they’ve built over several decades. We have the expertise to help you find the best and most suitable annuity products to fit your needs.Watch Retirement Planning Video
1 in 3 Americans have less than $5,000 saved for retirement, and more than 1 out of 5 have nothing saved at all.
If you’re determined to have a future of financial options rather than limitations, contact me today to learn how you can start planning for the future now.Email Me Schedule A Call Call Me:(415)-375-2005
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1. AIG, “You May Be At A Higher Risk For A Serious Illness Than You Think,” 2017, https://bbalife.com/wp-content/uploads/Chronic-Illness-Stats.pdf
2. Bankrate, “Survey: More Americans ramping up retirement savings, but there’s a huge red flag,” 2018, https://www.bankrate.com/retirement/financial-security-august-2018/