Our Legacy Services

There are many options to protect your assets and to ensure your family's income is protected. Consider a term policy with Living Benefits in the event you are unable to work or suddenly pass away.  This basic protection can be affordable with a term policy and give you peace of mind knowing your family won't struggle financially should your income suddenly stop.  We can customize your protection to fit your budget and your needs.  

Planning for retirement is something each one of us needs to consider.  Choosing the right savings vehicle can mean having the income you need or struggling financially.   There isn't a One-size fits all solution, but if you want safety and guarantees, you may want to consider the retirement protection benefits offered by annuities and Indexed Universal Life (IUL) insurance policies.  

If we can show you how you can be Debt Free in 9 years or less without spending any additional money....would you take 15-20 minutes to find out how?  Our Advance Market experts can help you build an insurance solution that will build Cash Value and eliminate your debt incrementally, so you can then save the balance for retirement.   Creating a long lasting legacy for your family.   

Taking time to properly plan is vital to a well rounded plan.  We prepare for many facets of life, and leaving a legacy is our way of taking care of our family.  We are a team of professionals that can help you with some form of protection.  

We are dedicated to helping our clients achieve their financial destiny.  

Our business is to help protect your business.  We can help you prepare and protect your business and employees.  Accident expense, Hospital indemnity, or critical illness can affect an employee but also your business.  Whether or not you plan on sponsoring a plan, we can help you design the best coverage at the best price. 
We specialize in commercial trucking as well as residential and commercial construction.  See why so many employers use us to protect their employees. 

There are a few strategies that very clever parents can take to plan for their childs education.  The most important one, is to start early, savings plans that earn a modest 1% can still have a substantial amount in 17 years. 

There are 529 and prepaid tuition plans that are also available.  Or, you could leverage the power of Cash Value Life Insurance to help pay for your child's education.