Our mission: "We develop strategies to manage and protect assets resulting in less taxes, increased income and enhanced security for all our clients."
Making money is the beginning of financial success. Protecting income and putting your money to work are vitally important for life long financial security.
Our independent agency specializes in providing insurance and income planning strategies using financial products from insurance companies with consistent quality ratings. We offer 31 years of experience in the insurance business.
Financial Products and Services we offer:
Life Insurance Planning: |
Health Insurance Planning: | Financial Products for Income Planning |
Whole Life Universal Term Survivor Life Insurance w/speciality Benefits
| Major Medical Health Savings Accounts Long Term Care Long Term Care Alternatives Medicare Part D Plans Medicare Advantage Plans (Part C) Medicare Supplements
| |
Quality Client Services:
- Annual portfolio reviews
- Continual educational workshops/sales presentations on various insurance and income planning strategies
- Newsletters
- Talk radio (Listen to WOC 1420AM 10:30AM-11:00AM)
Richard Schillig
Create Your Badge