You want to protect your family, and we know that. You have choice, we have the expertise. Insurance policies—like policyholders–come in all shapes and sizes, with different needs, goals, and requirements. Life insurance is a powerful financial planning tool, but can also be used to build an emergency fund, diversify your portfolio, minimize your tax liability, pay for college, transfer of wealth, estate planning, and legacy or simply feather your own retirement nest for a happy and sunny retirement time.
When you contact us for a life insurance policy, these are the questions that we will ask of you. Please have your answers ready when you are ready for us to begin working on an application.
211 North Meridian Street, Suite 103 Newberg, OR 97132
Disclaimer: "We do not offer every plan available in your area. Portland metro and Yamhill counties. Currently we represent 7 organizations which offer 36 products in your area. Please contact
Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options."