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ABOUT ME

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Specializing in mortgage protection life insurance, disability income, retirement planning and designing insurance programs to protect and support individuals, business owners and families

With more than 35 years of experience in the insurance industry, and rated as one of the top sales leaders nationally, my approach to solving problems helps happy, healthy and successful people protect against financial risks and plan for retirement.

I work with my clients and the top insurance companies to design solutions to pay off their mortgage if they die or become disabled, or return their full premium - with suggestions on the best ways to help it grow if they live. Helping others get what they want and need, drives my passion and directs my business philosophy.

Whether you are looking to purchase a new policy or service on an existing one, rest assured, I will always be professional and working in your best interest.

 

I'm involved in health and wellness coaching for improved insurance application outcomes, and offer policy reviews to better eliminate common misunderstandings about insurance products.

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Office Support

PAT YATES

Office Manager and Marketing Coordinator

You don't buy life insurance because you are going to die, but because those you love are going to live.

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