More Than Just Life Insurance
- Income Replacement • Tax-Advantaged Accumulation Method • Living Benefits (Critical Illness, Chronic Illness Care, Terminal Illness) • Education Fund • Retirement Plan • Estate Planning
Why Us ?
- Broad product choices: Independent agency contracted with 50+ A/A+ rated U.S. insurance companies
- Across the country: Business in all major states
- One-stop-shop: Life, Annuity, Long-term Care, etc. from application process to policy services and periodical reviews
- Total transparency: We help you compare various of plans and understand potential costs and returns
- Expert back-office support: Team has overall of 90+ years of insurance industry experience
- Foreign national expertise: Provide customized solutions to high-net-worth clients with all types of visa or travel status