
Jeff helps individuals and families just like yours take control of their financial future by offering customized solutions in mortgage protection insurance, safe retirement strategies, infinite banking, Roth IRA conversions, and final expense planning. He focuses on protecting what matters most—your home, your retirement, and your loved ones—while helping you build long-term financial security with tax-efficient strategies and guaranteed peace of mind.
Final Expense
Final expense plans are designed to ease the financial burden that often comes with the loss of a loved one. Our diverse network of providers and flexible plan options allow us to customize coverage that fits your budget and meets your needs. Best of all, we can often find coverage regardless of your current health status, helping you and your family find peace of mind when it matters most.
Mortgage Protection
Mortgage protection is simplified, quick issue insurance that is used to protect your greatest asset—your home. It’s designed to provide a death benefit to pay off all or part of your mortgage. If you qualify, it can also make your mortgage payments if you become sick or disabled. We customize this protection to fit your needs and budget.
Indexed Universal Life
An Indexed Universal Life (IUL) policy combines life insurance protection with the opportunity to grow tax-advantaged cash value based on stock market index performance—without the risk of market losses. You can access this cash value tax-free for retirement income, emergencies, or other major needs. With flexible premiums and adjustable benefits, an IUL adapts as your life and goals change.
Fixed Indexed Annuities
A Fixed Indexed Annuity (FIA) is a retirement savings vehicle that offers growth potential tied to a market index, while protecting your principal from market losses. It provides guaranteed income you can’t outlive, making it a reliable source of retirement security. With tax-deferred growth and optional income riders, FIAs offer both flexibility and peace of mind.

















































