Our organization has served agents and service providers since 1991. We are composed of financial professionals who offer high quality, consumer driven insurance products and services backed by insurers with proven experience. Our planning agency currently works with clients and with many of their advisors. For nearly 30 years we have attracted the best in products, services and representatives, who continue to serve clients in seven Eastern US states. All plans are reviewed to make sure they are current to meet and protect your assets and pay for your final expense needs.
Have extensive experience and knowledge in estate and final needs planning. The services we offer include how to use the right products to provide maximum benefit and protection for the clients we serve. Our commitment has been to establish trust and maintain long term relationships with clients and their advisors. This commitment has served all parties throughout the years. We take pride in knowing that our clients keep returning to us for advice.
As an example, with other advisors we work with, very careful selection criteria is used to make sure these community based funeral and cremation providers our members work with are family owned and operate with a proven track record of quality services.
A COMPREHENSIVE “FINAL NEEDS” PLAN
The Funeral Guard Insurance is designed to insure families with increasing benefit lifetime coverage.
Life insurance coverage offered for individuals with four payment options
Lifetime coverage for ages 0-85 on a simplified issue basis, with coverage up to $50,000 (higher limits are available)
Trust and Estate Tools for your own Retirement Planning & Income Protection
A.M. Best rated -A Insurance Cos