Protect your future by preparing for unexpected losses to your home, car, illnesses, injuries, death or legal responsibilities.
Disability and Long Term Care
Unexpected illness, injury protection, or to meet the medical needs of people with a chronic illness.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
Life
Be financially secure in the event of a premature death and utilize the living and tax benefits of life insurance.
Dennis Beck CLU, ChFC
Professional Resources Network LLC
Dennis focuses on helping individuals and businesses reduce taxes, protect assets, increase income and net worth. His specialty is advanced knowledge of how people can utilize the tax efficient and tax-free benefits of life insurance.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
Scott Thomas
Asset Life Settlements, LLC
Scott Thomas is a co-founder of Asset Life Settlements. He helps agents and their clients sell unwanted life insurance assets in the secondary market for the highest possible value. As one of the industry’s most experienced life settlement professionals, Scott takes a hands-on approach in assisting financial advisors, estate attorneys, and CPAs whose clients are seeking the highest possible value for their life insurance policies.
Business
Protect your business from accidents, injuries by yourself, your employees, clients, or others.
Andy Schmitz
Mulberry Business Solutions
Andy is the Co-Owner of Mulberry Business Solutions and is a Commercial Insurance Specialist. He develops tailor-made solutions that helps businesses safeguard their assets, protect their employees, and, most importantly, let them sleep at night. He helps companies identify blind spots in their insurance coverage and fixes them before they become headaches.