Life Insurance

What About Life Insurance?

As we help clients with their disability insurance coverage, we are often asked if we also broker life insurance. The answer is generally ‘yes’ for two reasons:

First, in most circumstances life insurance underwriters can utilize the same labs from the insurance physical completed for the disability insurance. So if there is a need for life insurance, this can be a convenient time to meet that need.

Life insurance can be an important piece of a financial plan…we broker the top life insurance companies to help clients implement quality coverage for themselves and their families.

Second, in addition to properly designed disability coverage, individual life insurance can be an important piece of a financial plan.  It should coordinate with your specific circumstances and overall financial goals.  We broker the top life insurance companies to help clients implement quality coverage for themselves and their families.

Click on the video to see Billy’s interview by Dr. Jeremy Pyle for an educational series shown to residents and fellows across North Carolina.

Billy Gwaltney is a definite pro at what he does & someone w/ whom you can rest easily w/ complete trust. From my very first phone call w/ Billy, he patiently answered all of my questions & helped guide me through a foreign but very important process to protect my future. At all times, I felt Billy was really there for me trying to find the best fit for my needs, & never once did it seem he placed any interests above mine. I am confident that if you work w/ Billy, you too will find the same security for your life as I did.

-Dr. Williams, Anesthesiologist

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