Our Services
Below are just a few of our areas of expertise. We are a full service brokerage dedicated to going above and beyond for anything our customers need. We are appointed with more than 25 A+ rated carriers to always find the best plans and pricing for our customers.
Fixed Indexed Annuities
Indexed Universal Life
Whole Life
Term Life
Final Expense
Mortgage Protection
Return of Premium
Build Generational Wealth
Become Your Own Bank
Major Medical Plans
Affordable Healthcare Act
Premium Tax Credits
Family Plans
Medicare Supplements
Dental/Vision
Only Pay For What You Need!
Partnered with Insurance Elevated
For more on my credentials, check out my profile on the National Insurance Verified Producer Page.
We use our proprietary algorithm to search State and Federal databases for unclaimed property. The algorithm then cross-references those claims with approximate dates, addresses, and other identifying information to increase the likelihood of finding a match.
We then reach out to a prospective match for further confirmation of ownership. If the person is actually the match, we get the documents required by the state from the match, we file the paperwork with the state on their behalf, and ensure that all unclaimed property is paid out.
Covering employees and their families when they need it the most is the greatest thing an employer can do.
Studies show that these benefits greatly improve employee retention.
Thankfully the government feels this way too and allows some great tax write offs.
These benefits also make your employment offer stand out from the rest to attract the best candidates.
