Life Insurance & Annuity Carriers We Partner With
As an Independent Fiduciary we are able to work with all of the top National Carriers for life and annuities, providing our clients with a solution that is in their best interest. Specializing in Buy/Sell and Key Person insurance for Business Owners or Personal Life Insurance for Individuals. Our unique process for informally shopping our client’s life insurance assures them the best rating possible. Since 2001 we have not had a client run out of money during retirement due to our process of reverse engineering their retirement income needs and using only the best fixed annuities available for guaranteed income with little or no fees.