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Learn how insurance can protect you and your loved ones by speaking with me, and together, we can customize the right program for you.

Life Is Full Of The
Unexpected

My Mission

My Services

My Mission

I have spent my whole career working for companies committed to preserving life or improve the quality of life for others. In my current role I find it extremely rewarding assisting others with planning for retirement and for the what ifs, so that they have piece-of-mind knowing their loved ones won’t have to struggle with finances.

My clients come first, always. Our firm:
• Has been protecting client’s families since 2015
• Licensed in 47 states.
• Helped over 6,000 clients.
• Handled over 100 death claims.
• Not exclusive to one carrier/company.

Learn how insurance can protect you and your loved ones by speaking with me, and together, we can customize the right program for you.

About Me

I grew up in Traverse City, Michigan, and am the oldest of 5 children. My parents were both health care professionals. My father was an MD and my mother was an RN. Growing up made for some interesting conversations at the dinner table.

My first job out of college took me to St. Paul, MN. It was there that my wife and I at the time had our firstborn. Later, I was transferred to Chicago and there we had our second and last child. They are both young adults now. My daughter is married, lives in Waynesville, North Carolina, has her health & life insurance licenses, and is a member of our team. My son still resides in the Seattle area as do I. I’ve called the Northwest home for the past 20 years. In my spare time, my wife and I enjoy Argentine Tango. We also enjoy physical fitness, motorcycling, hiking, camping when we can find the time. She is a full-time occupational therapist, so our careers keep us very busy.

Services Offered

These four types are recommended by most financial experts:

Life Insurance

Life insurance protects you and your family from life’s unexpected turns. It not only secures your loved ones after your passing, but it also builds up cash value for financial emergencies, becomes an investment tool, and supplements your retirement fund.

Don’t take risks you’re not willing to face. Get a 30-day money-back guarantee or cancel with little to no penalties.

Learn More

Legacy Protection

Think of an online version of a safe deposit box. innovative LegacyArmour security services help you prepare your estate, encrypt the information you want to be protected, and store it safely secure digital vaults until it is time to deliver it automatically to your beneficiaries, Included in the LegacyArmour platform are tools to help you organize your assets and a powerful Artificial Intelligence engine that will identify when it is time to deliver your information.

Learn More & Apply

Annuities

With an annuity, you can transform your assets into a steady stream of income for your retirement. It does what no other investment can do – it can provide you with guaranteed financial stability, no matter how long you live.

Rest easy knowing that you’ll always have a safety net. Tailor your plan to your needs and receive tax benefits at the same time.

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Will & Testament Service

Cover yourself for every situation. If you were to suddenly die, do you have a will to properly distribute your estate? What if you’re in a coma? Who will make medical and financial decisions on your behalf without a Power of Attorney? What if you become terminally ill?

Maintain control over your life, even when you become incapacitated. Choose how your affairs will be handled, rather than letting someone else decide for you.

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Customize your plan

Accidental Death Benefit

An additional sum will be paid to your dependents if you die in an accident.

Disability Income

Receive a regular source of income after a disability forces you out of work.

Waiver of Premium

Keep your coverage without paying premiums when you become disabled.

Critical Illness Benefit

Ease the burden of expensive medical expenses with a lump sum payout.

Return of Premiums

Get the total of your premiums returned to you with our plans.

Guaranteed Insurability

Regardless of your future health condition, you can still obtain additional coverage.

Income Benefit

Your dependents can claim payouts as regular income rather than a lump sum.

Long-Term Care

Get extra financial help when you can no longer take care of yourself.

Client’s Testimonials

Robert Haga

Jeffrey cares about his clients. He answered every single one of my questions and made sure that I didn’t have any doubts. He kept me updated by email and phone and was always there when I needed something.

Diane G. Gleason

I found Jeffrey to be very knowledgeable and very easy to work with. He kept me informed at every step of the process and made sure that I knew what I was purchasing. I felt certain in my choices.

Jeremy Hanson

Jeffrey was both friendly and informed. He made recommendations based on my situation, but I never felt pressured to buy. He thought of me as a person and not as a dollar bill.

Matt Jeter

I thought I knew about insurance until I spoke with Jeffrey. He stayed on the phone with me for over an hour to make sure that I knew what I was getting into. I cannot recommend him enough.