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 has been absolutely wonderful to work with. He is always friendly, punctual and very flexible with his schedule. At the time of our first meeting, I knew very little about disability insurance. He was very patient and thorough in explaining the different products out there. I genuinely felt he was working in best interest to identify a policy that best fit my family’s needs as opposed to trying to sell me the most expensive product available. I trust Billy and have since used his services for my life insurance and for my wife’s disability insurance as well. I would certainly recommend him without hesitation.

-Dr. Manousos, Pediatrician

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