Insurance Solutions

We simplify the understanding of life insurance, long term care, medicare, disability & annuities.

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Insurance is about having the right plan in place that meets your specific needs but more importantly it’s there when you need it most. Secure 360™ was built on the foundation of protecting you and your family against unforeseen events. Our commitment to you and your family is a comprehensive review of your existing plans and/or coverage(s) and make recommendations when appropriate. With the right coverage and/or plans in place you will have the confidence to know your financial well-being is on solid ground.

Long-Term Care (LTC)

The majority of people age 65+ will need long-term care and support at in their lifetime. Our team will guide you through the Long-term care options available, creating a definitive plan that will bring peace of mind to you and your loved ones.

Life

Life Insurance is a critical necessity to help bridge the gap of income loss, fund business agreements, create tax-favorable assets and provides additional benefits for long-term care. Check out our “Quote and Apply” link below to learn more about a plan that fits your family’s needs

Annuities

Annuities are a unique asset class and are often misunderstood in their use to create stability in a portfolio in conjunction with existing investments. Additionally, annuities are one of the last investment vehicles that can provide guaranteed lifetime income that you cannot outlive. Our Team will help you select the right annuity to compliment Your Strategic Plan. To learn more about securing a guaranteed lifetime income, please click on the iPension information below.

Medicare

Together with our onsite, licensed agent we compare your Medicare options to find the coverage that’s right for you. Our team will help navigate election periods and explain the changes that happen annually so that you have the coverage you need.

Disability Income

Disability insurance provides a steady stream of income should you become unable to work due to injury or illness. Our team will help you evaluate the right amount of coverage that will protect your financial health & wellness, so you can focus on your road to recovery.

iPension

The iPension can be used to create pension-styled guaranteed income without losing control of your principle. Our team will manage your assets in the distribution phase, so you have financial peace of mind.

The iPension is used to create pension-styled guaranteed income without losing control of your principle. With longevity risk becoming the second most unaddressed risk in retirement income planning (unforeseen healthcare expenses being number 1), pension style income planning is on the rise.

Our team spends a tremendous amount of time planning for and implementing a plan for your assets in the distribution phase of retirement. The iPension is a critical component to securing guaranteed income in retirement for fixed expenses and helps reduce the risk of “Sequence of returns” to your overall portfolio.

Call today to meet with an advisor to learn more about how to implement the iPension into your retirement portfolio.

(480) 999-3033

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Insurance is the foundation of any good financial plan. A home without a solid foundation is likely to crumble.

Enhancing and Protecting Life Well-Lived

with COMMITMENT | CLARITY| CONFIDENCE