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About
Get to know the people behind the insurtech.
Not only does life insurance protect loved ones from financial hardship, but it can give you a way to grow retirement savings throughout your life. With an annuity, you’ll have access to guaranteed retirement income with growth potential. Or you can use the tax-deferred cash-savings account of a whole life insurance policy to fund the retirement of your dreams.
Meet Marsha
Age: 47 years old
Occupation: Event Planner
Relationship: Married
Housing Status: Long-term homeowner
Wants: A boost in retirement savings that’s protected from market loss.
Needs: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.
Meet Michael
Age: 58 years old
Occupation: Small Business Owner
Relationship: Married with children and grandchildren
Wants: To be prepared for retirement while ensuring his loved ones don’t take on any financial burden should something happen to him.
Needs: A whole life policy that doesn’t expire and offers a cash savings benefit that can help finance his retirement plans.
Meet Lisa
Age: 50 years old
Occupation: Real Estate Agent
Relationship: Married with adult children
Take advantage of your policy’s living benefits! Annuities and cash value life insurance offer active savings accounts so you can save for tomorrow, today!
Get peace of mind knowing your family will be taken care of.
Safeguard money through an annuity or life insurance policy that can be used for your retirement, critical illness or funeral expenses.
Feel confident knowing you and your loved ones have a stable, protected future.
Find your perfect solution at the perfect price. Our experts will help you find a retirement solution that creates the stability you’re looking for at a budget-friendly price.
Choose from our suite of insurance and financial solutions. We offer a range of coverage amounts, unique riders and tax-advantaged offerings.
Apply for the retirement solution that best fits your needs. Get expert guidance from one of our licensed agents to find a stress-free solution to reach the retirement of your dreams.
4.9 of 5 on client satisfaction surveys
My agent was detailed in explaining my options. They answered every question and gave me assurance while buying my policy.”
My agent is the best! She is so kind and personable. She is now family!”
Very patient when explaining things and very knowledgeable about the subject matter.”
