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We have financial experience helping clients prepare for the unknown. Ask us about whole life, term life, annuities, retirement, and much more! We can access any insurance product so you can get the right one for you.
Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Contact us today, and we'll analyze your insurance needs and get you covered quickly at the right price.
Everyone has different insurance needs. Contact us today for a personalized business or individual assessment and find out how we can help protect your assets.
Click the QR code to join one of our informational sessions. Sessions are every Tuesday and Thursday.
You may currently be under a group policy with your school district.
Your policy value/amount could decrease substantially when you retire because you are no longer paying on the group policy. (scenario: $100,000 to $25,000 when you retire)
You may be able to change your group policy (when you leave one district to move to another district) to an individual policy using the age when you signed on.
Dudley first obtained his real estate license in 1992 in New York but began actively buying and selling in 2014. Dudley brings his personal code of ethics, honesty, integrity, and trustworthiness to the real estate arena and now into financial planning, specializing in retirement, life insurance, and annuities.
An educator and a retirement specialist, Carlton began teaching in the public school system in 1998. Carlton received a bachelor's degree, a masters degree, and an education specialist degrees in education. Passionate about financial literacy and teaching, Carlton decided to become a licensed retirement advisor for fellow educators around the country.
Please contact us if you would like to invite us to your next faculty meeting, professional development day, or cannot find an answer to your question.
When we visit your school, we will introduce ourselves, tell you the services we offer, and leave our contact information. Our presentation will take about 15 minutes. When we are contacted after our presentation, we will design a financial plan for you.
life insurance policy which is guaranteed to remain in force for the insured's entire lifetime, provided required premiums are paid, or to the maturity date.
life insurance that provides coverage at a fixed rate of payments for a limited period of time, the relevant term
a type of universal life insurance product that offers a death benefit coupled with a cash value account that can be used to pay policy premiums or take withdrawals and loans.
a financial product that pays out a fixed stream of payments to an individual, primarily used as an income stream for retirees.
Fill out the form with any questions you have about finding the coverage that's right for you!
Monday - Friday: 9am - 6pm
Saturday: 10am - 2pm