The annuity rollover Jim completed for me will increase my retirement benefits.

Hilda C.

Jim explained the differences in Medicare supplement and Medicare advantage plans. What a relief. Now I feel comfortable with my selection.

Avis R.

What a relief, now I understand the components, copays, deductibles, and tiers of my Prescription Drug Plan. Thanks, Jim.

Ellis D.

Jim helped me place the cash value of my life insurance policy into an IUL. What a difference!

Satisfied Client

Jim wrote each of our children a $100,000 life insurance policy with an unbelievably low premium per year.

Satisfied Client

Jim was able to replace our Medicare Supplement policies and saved us money we can use for other expense.