As independent advisors, we are successful and well-respected professionals within the life insurance community. We treat our client’s insurance policies like their other financial investments. Their policies are monitored and reviewed to help assist the client in understanding their protections, and how each fits into their overall planning needs.
Our policy review process provides tremendous insight and information, allowing clients to make better informed decisions.
We know how to combine insurance, financial, and estate tax strategies, and how powerful they can be for financial life planning purposes.
Since we are independent, we are not beholden to any single companies’ contract or service offerings.
A partial list of the insurance offerings we provide is featured below:
Guaranteed Level Premium of 10 – 30 Years
Term Life policies convertible to permanent life policies = flexibility in planning
*All guarantees are based on the claims paying ability of the issuing insurance company.
Permanent Life Policies
Universal Life – Guaranteed Universal Life, Indexed Universal Life, Variable Universal Life
Whole Life – Level Pay Premiums for Life, Modified Step-Up Premiums
*All guarantees are based on the claims paying ability of the issuing insurance company
Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
Advisory Services offered through: Premier Wealth Advisors LLC (PWA) & First Allied Advisory Services, Inc. (FAAS). PWA & FAAS are not related entities.
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.
This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.