49%
Still nationally over half of all homeowners have no formal mortgage protection.
34%
The vast majority of homeowners who refi their loans are not taking out protection afterwards.
41%
However, VA loans avg only 26% insured and Private loans only 33% exposing many Americans to great risk if the primary loan holder should pass on.
We work with dozens of carriers so we can tailor the perfect solutions for you and your family and loved ones.
Provides protection for your family's home in the event of your passing by either continuing to pay the mortgage premiums or loan payoff.
Term Life, Whole Life, Universal Whole Life solutions to provide for your family in the event of your passing.
Provides benefits should something happen to you accidentally causing death or dismemberment (AD&D).
Providing your family peace of mind knowing your final expenses will be covered.
Protects your income in the event of a disability.
Health Plans (ACA On Exchange and Off Exchange available), Critical Illness, Juvenile, Fixed Annuities, and more.
As a broker we represent your best interests first rather than an individual insurance carrier. Our fiduciary and ethical responsibility is to ensure we provide you and your family sound advice and solutions to meet your unique needs. We look at a variety of aspects of your specific situation to recommend the ideal solution for you and your loved ones. We work with Symmetry Financial Group a Brokerage House that is contracted with over 30 insurance carriers to provide one of the most robust offerings of America's best plans and policies.
#1 - Relationships matter, people come first.
#2 - Relentless pursuit of personal growth.
#3 - Open, honest, and productive communication
#4 - We do the right thing even when no one is looking
#5 - We work as a true team and strive to be a positive influence
#6 - We act like owners because we own it
#7 - Being of service and doing good in the world
#8 - We have fun and we get stuff done
We are committed to protecting families and individuals through every step of their life’s journey. Beyond this, we are committed to serving our communities to expand our role as a sustainable and socially responsible company. We promote several corporate networks that serve our communities and encourage personal and professional development.