We specialize in creating customized comprehensive benefit packages for individuals, self-employed, and groups <50 employees. Our insurance and retirement solutions include: Life (Term, Mortgage, Final Expense, Whole, and Universal) Health (On/Off Exchange, Short-Term, and Fixed Indemnity) Dental/Vision Accident Critical Illness/Cancer Disability Medicare and Supplements Financial Education College Funding Retirement Plans Fixed and Indexed Annuities Long-Term Care Choosing insurance and retirement plans is difficult; we make it easy. As independent agents/brokers, we offer a broad spectrum of products from dozens of America’s top rated companies to provide the highest quality and most affordable options. Our plans, packages, and investment vehicles are highly customizable. We seek to understand our client’s personal past, present, and future, as well as their specific needs, lifestyle, and budget; then tailor solutions specifically to them. Have you considered these questions: Is your insurance insured? Does your health plan provide partial or full coverage? Are you facing the three major hurdles (inflation, debt, and taxes) to securing a strong financial future? Have your current financial practices been run through The Funnel to find hidden savings? Does your life insurance include Living Benefits, provide Long-Term Care, and Disability protection all in one easy policy? Would you like to know more about creating a Tax-Free Retirement and income for life? How can a $5-a-day savings program impact your retirement? Would you like to learn more about a tax-deferred IRA alternative that does not include contribution limits? Can you afford to retire tomorrow? If not, when? How much will you need? You’ve diversified your investments; have you diversified your advisors? Please contact us for a free, no obligation review of your insurance and retirement needs. Lance Otey, Executive Director lance@abundantfinancialgroup.com