SERVICEs
Protect your family
life insurance
What would your family do if something happened to you tomorrow?
Would they be protected and provided for?
We offer a variety of life insurance options including term, mortgage protection, final expense, guaranteed issue, modern whole life and indexed universal life. We don’t work for an insurance company but instead go shopping for our clients among many of the best companies to find the best coverage for each situation. Whether your goal is to protect your family, build wealth or leave a lasting legacy, we can find coverage that meets your budget, needs and goals. Contact us today to talk through options tailor-made for your situation!
Protect your retirement
Strategic Retirement Planning
Do you have a plan for retirement?
Will you have enough saved to allow you to enjoy a long, relaxing, stress-free retirement?
We offer creative solutions that allow you to better diversify your retirement strategy and bring safety and security to your nest-egg. You don’t have to ride the heart-stopping rollercoaster called the Stock Market in order to see growth of your retirement savings. In fact, you can be guaranteed to never lose a penny of it! Seriously! There are better ways than putting 100% of your eggs in the 401k basket and hoping for the best. Our strategies include fixed index annuities, IULs and utilization of the Infinite Banking Concept. Reach out to us today and let us know how we can help you plan for a great retirement!
Protect yourself from debt
Debt Elimination
What if you could pay off ALL your debt (including your mortgage) in half or even a third of the time?
What kinds of things would you do if you were completely debt- free?
We’ve partnered with United Financial Freedom to offer an innovative and best-in-market debt elimination program. It will provide you a financial GPS to get you from your current situation to debt-free in the fastest and most efficient way possible. In fact, it’s able to do so without requiring you to change your current budget or lifestyle! It may sound too good to be true but it has worked for thousands across the country and it could work for you too. You don’t have to be in bondage to debt. You can begin saving and investing like never before. Set up your no-pressure, no-hassle appointment today to see your numbers and how much time and money you could save with our program.
Protect your health
medicare
overwhelmed when it comes to Medicare?
What if there were someone you could trust to help explain it all to you and help guide you to the best option for your situation?
Medicare can be so overwhelming for seniors living on a fixed income and looking for the best coverage at the most affordable rates. Sadly, it can also be a playground for self-serving and deceptive agents looking to take advantage of people to make larger commissions. That reality and a desire to genuinely help seniors has driven Refuge into the Medicare arena where we will seek to truly educate and equip seniors to get the coverage they need at prices that make sense for their situation. If you or someone you know is about to turn 65 (or have questions, doubts or concerns about their current coverage), contact us today so we can help!
our partners
