WHAT WE DO

Infinity Banking Planning

We help you create a personal banking system using whole life insurance policies, allowing you to accumulate wealth, borrow against your policy, and grow your financial assets in a tax-advantaged manner.

Annuities

Annuities are insurance contracts that provide a steady income stream, typically used for retirement planning. They can offer guaranteed payments for life or a specified period, helping you manage your financial future with confidence.

Indexed Universal Life Insurance (IULs)

We provide IUL policies that offer death benefit protection and cash value growth tied to market indices. These flexible policies allow you to benefit from potential market gains without direct investment risks.

Medicare Insurance

We assist you in navigating Medicare options, including Original Medicare (Parts A and B), Medicare Supplement Plans (Medigap), Medicare Advantage Plans (Part C), and Prescription Drug Plans (Part D).

Health Insurance

For individuals and families without group employer plans, we guide you through individual health plan options, helping you choose the most appropriate coverage for your needs.

Life Insurance

We offer various life insurance options to protect your family's financial future, including term life and whole life policies. Our solutions help ensure your loved ones can maintain their lifestyle in the event of your passing.

Ancillary Insurance Products

We provide a range of supplementary insurance products, including short-term and long-term disability insurance, accidental death & dismemberment insurance, critical illness insurance, accident insurance, and vision insurance.

ACA Marketplace

We assist you in navigating the Health Insurance Marketplace (healthcare.gov) to find and enroll in ACA-compliant health insurance plans. Our experts help you understand your options, apply for subsidies, and choose the best plan for your needs and budget.