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What does supplemental health insurance cover?
It covers out-of-pocket expenses not covered by your primary health insurance, such as deductibles, co-pays, and extended care services. Often the insurance company will pay you directly for either the service needed or to help cover some of the time you took off from work to get it done.
What is an annuity, and how does it work?
An annuity is a financial product that provides a steady stream of income during retirement. You make a series of payments or a lump sum, and in return, receive periodic payments over time.
What is your refund policy?
All consultation deposits are required to be paid when booking your appointment. Consultations are free if you make a purchase with us during your appointment.
- If you purchase a product or service during your meeting, you’re eligible for a 100% refund.
- If you don’t make a purchase but attended the meeting, you’ll receive a 50% refund.
- If you cancel, no-show or arrive 10 minutes or more late, there will be no refund.
Can I still get life insurance if I have a pre-existing condition?
Yes, many insurance companies offer plans for individuals with pre-existing conditions. We can help find the best options for your health situation.
What types of insurance services do you offer?
We provide life, health, supplemental insurance, annuities, estate planning, and retirement planning services tailored to your needs.
Can I get a free consultation?
Yes! We offer free consultations to review your existing plans and make personalized recommendations. You must make a refundable deposit to book your appointment. See our refund policy for more.
Why should I choose your company for insurance and financial planning?
We partner with over 60 top companies to offer customized plans, ensuring you get the best value and peace of mind for your future.
How do you help with estate planning and retirement preparation?
We guide you through estate planning strategies to secure your assets, along with retirement plans that ensure a stable income for your future.