We have years of insurance experience helping clients prepare for the unknown. Ask us about:
We work with all insurance carriers and policies, so you can get the right one for you, your family, and business.
Everyone has different insurance needs. We take careful time to listen to clients. We make it a top priority of understanding clients goals for today, and into the future.
From the first conversation, through the underwriting process, to designing a simple or complex plan, we are by your side, every step of the way!
Relationships are core to who we are at The Octopus Life LLC. We surround ourselves with other advisors to make the strongest financial team. We stay connected with Estate Planning Attorneys, Wealth Managers, Accountants, and Property Insurers.
Together, we create lasting relationships with our clients and advisors. Win, win, win!
A contract between an insurance policy holder and an insurer, where the insurer promises to pay a sum of money to a selected beneficiary upon death. There are policies that also having living benefits available.
Insuring YOU! It makes sense to insure the one asset, your ability to earn an income, that makes your life style possible. Paycheck protection in case of an accident or illness. Do you have a plan in place if you are not able to work?
Designed for expiring Term Life or Universal Life policies. Do not surrender! There may be a market value for an existing life insurance policy. Ideal client age is 75 plus. Life Settlements are an option for policy holders to receive payment for an unwanted policy.
Designed to cover medical related costs that your health insurance does not. Long Term Care includes visiting nurse services, home health care services, and an array of many services that will help you recover faster wherever you are most comfortable.