Insurance Services

Life Insurance is an important part of every financial plan.  However, choosing Term Insurance, Permanent Insurance or Mortgage Life Insurance can be a daunting task.  We can help you through the process to find answer that is right for you and fits into your budget.

Term Life Insurance provides life insurance for a specified period of time such as 1, 5, 10, 20 or 30 years.

Permanent Life Insurance offers coverage for a life time. When you pay the premium, you build cash value that is tax-deferred until you withdraw it.

A tax-deferred annuity is an insurance contract.  They may help you create an income stream for retirement.  Tax-deferred annuities allow long-term investors to save money above the limits of IRA and 401k accounts.

In addition to Certificates of Deposits, we also offer regular savings and other investment opportunities.