Who We Are & What We Do
Woman owned; our team consist of people from various backgrounds. We are daughters, sons, fathers, mothers, wives, and husbands... We treat everyone with respect.
As Financial Advocates & Wealth Strategists, we are highly qualified financial professionals that are passionate about helping you keep Peace of Mind, Financial Freedom and "Your Best Return on Life".
We come from different backgrounds unified by one goal: To educate individuals and businesses about the importance of insuring the most valuable assets (themselves and family) AND ensuring their money works hard for them!
What We Offer ~ Click Here toTalk to Us
- Financial Planning & Strategy
- IRA // Rollovers // Annuities
- Budget Plans // Income Forecasting
- Buy-Sell Insurance Options // Executive Bonus Plan
- Cash Value Life Insurance // Final Expense // Life Insurance as Retirement Plan (LIRP)
- Referrals for CPAs/Tax Firms & Estate Attorneys
Talk or Email: Before, During or After ALL Life Events
- Children, Marriage, Separated, Divorced
- Laid Off OR Changing Jobs; Self-Employed, Business Owner
- Company no longer contributing to employee pension
- Inheritance, Selling or Purchasing Home(s)
- Planning for Life after Graduations or Weddings
Protect your income now & get peace of mind
Fund your future lifestyle via Life Insurance & Annuities
Life insurance is for the living!
After all, it's not called death insurance. Leveraging living benefits while you're alive, it can protect your income and savings while you recover from critical, chronic or terminal illness. Get Peace of Mind with life insurance.
Future Planning
Financial freedom - Want to build savings for college, marriage, a new business....
Retirement goals - Would you agree the goal is to never lose or outlive retirement income?
Generational Wealth - A long-term financial strategy; starting today you can change the financial trajectory.
"Lets Talk About It!"
Leaving a Legacy
The death benefit of insurance can be used to pay out to beneficiaries, whether individuals or organizations tax free. It can also be used for just burial expenses.
- About 50% of Americans do not have life insurance coverage as of 2022*
- 83% of people still think life insurance is only for burials*
- Less than 1 in 5 women have life insurance+
36% of women that lost life insurance coverage was from lost employment+
- Almost 50% of households feel the impact of lost wages within 1 week - 6 months*
- 80% of women overestimate the cost of insurance*
Babies & young adults are the least expensive
- In 2021 Americans collected $790B in claims & benefits from insurance companies*
- After COVID 30% more people sought out life insurance
*Statistics from Annuity.org
+Statistics from Forbes
Why Life Insurance?
+ Protect Family Income (No probate court)
+ Pay off Liabilities & Burial
+ Cover Education/Entrepreneurship Cost
+ Living Benefits
+ Create an Emergency Fund
+ Build Retirement Income
+ Peace of Mind
Life insurance, a must-have, in your financial portfolio
We offer various types of Term (temporary)and Permanent Life Insurance as well as Annuities for Retirement for individuals, families and businesses.
Existing insurance policies should be reviewed periodically to ensure there is proper coverage.
As we change careers, marry/divorce, have children, obtain property or take on more financial responsibilities within the family or business - our financial needs and goals also change.
For individuals & families
- Do you need coverage?
- What are your needs and goals?
- What keeps you up at night?
- Were you laid off or left an employer that contributed to a 401k/403b/TSP?
For businesses
We offer keyperson insurance, executive bonus plans to retain valuable employees, buy-sell agreements to consider buy out options when something happens to one of the partners/owners; and we offer retirement planning using life insurance.
- Would you personally feel the financial impact if your partner passes?
- Do you and your partner(s) have the funds to purchase the business if one of you passes?
- Total loss of revenue if, your key person leaves the company or passes away?
- Does your business have a buy sell agreement; if so, when was the last time you reviewed it?
- When will you retire, what happens to the business at that point?
Temporary (Term) Life Insurance
Children beginning at 2 weeks old and adults up to 80 years old
Typical contract terms are 10-30 years but can go up to 40 years. Available term years based on current age.
Permanent/Whole Life Insurance
For children 2 weeks and older; and adults up to 90 years old can obtain.
This type of policy does not expire, will last your lifetime. Gives peace of mind that you do not have to renew insurance coverage.
Retirement Annuities
"$100 of passive income is worth more than $1,000 in earned income."
Annuities are the "great equalizer" for financial freedom & generational wealth. Index strategies & compounding can positively impact you & your family or/and business.
Business Insurance Options
Keyperson coverage
Executive bonus
Buy-Sell Agreement
Disability Insurance
Retirement Planning
Accidental Death & Dismemberment (AD&D)
Often a rider on a policy, it provides double the face amount if the insured's death is accidental.
Our Mission
We are a team of insurance brokers and retirement experts that focus on helping people maintain or exceed their current lifestyle now and in retirement. We strategize to Build Your Financial House! Our mission is to educate & empower families (individuals and business owners) about the importance of insuring your best asset – YOU!
Coverage for every need
Single
Financial Planning & Strategy
Married or Getting Married
Separated or Divorced
Parent or Guardian
Homeowner
Changing Jobs
Business Owner
Caring for Elderly or Family
Retiring / Planning for Retirement
More than 50% of Americans overestimate the cost of life insurance by 300%.
According to Bankrate.com
Business Hours
"Don't put off tomorrow what you can do today" ~ Benjamin Franklin
If you are ready take control of your finances and get the best "Return on Your Life" reach out to us today.
Business hours are shown below, Central Standard Time.
- Mon – Fri
- 09:00 am – 06:00 pm
- Saturday
- 10:00 am – 03:00 pm
- Sunday
- Closed
Contact us
Email: info@untappedfinancialstrategies.com
Toll free #
(888) 405-6099
"Most people overestimate what they can do in 1 year & underestimate what they can do in 10 years!"
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