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From an Insurance Agent to a charitable life

With over a half century of experience in the insurance market, we have grown from a humble beginning of one hardworking, client-focused agent that understood not only the benefit he was providing to his clients but also the value that each individual client held for him and his family in the late 1950s, into the national insurance benefits organization it is today. We grew into a family business in the 1970s as father and son carried on the client first values set forth in the early days. The father and son team began to develop a successful agency by teaching and training new agents how to value their clients with the same compassion that the earliest clients had received back in the 1950s. The grandson joined his father and grandfather in the late 1990s and through the efforts of all three generations we have maintained the core value of client first thinking to provide only the best solutions to our clients. The introduction of a charitable life allows us to carry forward the values that have been bred over the years, with the added benefit of also helping those in need.

Today we handle all aspects of insurance and financial planning for our clients.  Some of the services that we specialize in are:

  • Retirement Planning
  • Wealth Transfer
  • Life Insurance
  • Mortgage Protection
  • Disability Coverage
  • Estate Planning
  • Planned Giving

If you have any questions about anything of  do please fill in the information request form on the side of this page or call 866-306-8606 to speak to a Life Solutions agent.

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