What Makes Greatness is
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That Lives After You

Insurance

Insurance is the foundation of financial security. It is the important cornerstone of a financial plan, creating peace-of-mind and protection of assets.  Longevity Financial has provided insurance services to clients for over two decades, selling over $750 million in death benefit. 

To protect against life’s uncertainties, laying a financial foundation is critical. 

If you lost your ability to earn income, how would you manage your finances? 

If you are the primary income earner in your home and you passed away unexpectedly, how would your loved ones survive without your income? 

What makes Longevity Financial unique in the insurance industry?

Longevity Financial is an independent firm that has access to nearly every life, disability, and long-term care insurance policy on an individual and group basis. 

At Longevity Financial, we have the unique ability to assess your case with our own medical underwriting team.  We can carefully review your records to confirm which carriers are the best option in the event you have underlying medical conditions. We take great pride in our past success in helping many clients secure life and disability insurance protection even after they were declined or given substandard ratings with other advisors or firms. Our approach can potentially help clients save thousands of dollars in premiums by qualifying for his or her best possible approval rating. 

A SOLID FOUNDATION IS CRITICAL TO YOUR FINANCIAL SUCCESS!

Insurance can be used and optimized for every phase of life. Once you’ve laid your financial foundation to protect yourself and your family from an unexpected disability or death, your accumulation and growth phases (ages 25-55+), can utilize cash value life insurance to achieve your retirement goals. In your retirement phase (age 65+) your life insurance policy can help boost your retirement accounts at the passing of a loved one for the surviving-spouse. Today’s life insurance policies allow access to death benefits to help pay for long-term care and so much more. Think of insurance as one product with multiple uses for each phase of life!

    Some of our Insurance Services include the following, but not limited to: 

    Life Insurance

    • Term Insurance

    • Guaranteed Universal Life (GUL)

    • Index Universal Life Insurance (IUL)

    • Whole Life Insurance

    • Premium Finance

    • Private Placement Variable Universal Life (PPVUL)

    • Key Man Insurance 

    Long Term Care Insurance

    • Tradition LTC

    • Hybrid LTC

    • LTC riders through Annuities/Life Insurance

    Disability Insurance

    • Individual and Group

    Check the background of your financial professional on FINRA's BrokerCheck.

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

    All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.