Life is full of uncertainties, and unexpected events can impact your financial stability and security. Partnering with Vantage Point Insurance and our specialists in life insurance and financial planning can help you find the right coverage, create a comprehensive financial plan, and provide peace of mind for the future. Learn more about our services and our partner specialists, Mark Hewitt of Edward Jones and David Parra of New York Life.
As we go through life, we are constantly faced with uncertainties, risks, and unexpected events that may impact our financial stability and security. This is why it’s important to have the right insurance coverage and financial planning in place to protect ourselves and our loved ones.
Working with an independent insurance agent who partners with specialists in life insurance and financial planning can offer a range of benefits and advantages. At Vantage Point Insurance, we understand the importance of comprehensive planning and offer our customers a complete solution to help them plan for their future.
Let’s take a closer look at how partnering with Vantage Point Insurance can benefit our customers.
Clear and Comprehensive Insurance Coverage
One of the primary benefits of working with an independent insurance agent is access to a variety of insurance policies and carriers. Vantage Point Insurance works with multiple insurance carriers, giving our customers a broader range of options to choose from.
Our team of specialists can help our customers find the right coverage that meets their unique needs and budget. We take the time to understand our customers’ situations and goals, so we can recommend policies that provide the right level of protection.
Life Insurance Planning
Life insurance is an essential part of financial planning. It can provide a safety net for our loved ones in the event of an unexpected death, covering expenses such as funeral costs, debt repayment, and living expenses.
Our life insurance specialists can help our customers choose the right policy that fits their budget and needs. We offer a variety of options, including term life insurance, whole life insurance, and universal life insurance. Our team can also help our customers with estate planning and trust services to ensure their assets are protected and passed down to their beneficiaries as they desire.
Financial Planning
In addition to insurance planning, Vantage Point Insurance also offers financial planning services. Our financial planners work with our customers to create a comprehensive financial plan that helps them achieve their financial goals. This may include retirement planning, college planning, investment management, and more.
Our team takes a holistic approach to financial planning, looking at our customers’ entire financial picture to identify areas that need attention. We help our customers create a plan that aligns with their goals, risk tolerance, and time horizon.
At Vantage Point Insurance, we are committed to helping our customers achieve financial stability, security, and peace of mind. Contact us today to learn more about our services and how we can help you plan for your future. We are proud to have partnered with some of the top financial and insurance professionals in the industry, including Mark Hewitt of Edward Jones and David Parra of New York Life.
As a financial advisor with Edward Jones, Mark specializes in retirement planning, investment management, and wealth management. Mark is committed to helping his clients achieve their financial goals, and his expertise and experience make him an invaluable partner for Vantage Point Insurance.
David Parra is an insurance agent with New York Life, specializing in life insurance and retirement planning. David has experience in the industry and is committed to helping his clients achieve financial security and peace of mind. His dedication and knowledge make him an ideal partner for Vantage Point Insurance.
By partnering with Mark and David, we are able to offer our customers a complete solution for their financial and insurance planning needs. Our customers benefit from the expertise and knowledge of these professionals, who work alongside our team to create comprehensive plans that align with our customer’s goals, risk tolerance, and time horizon.
For example, suppose a customer comes to us looking for comprehensive financial planning and insurance coverage. In that case, our team can work with Mark and David to create a customized plan that includes retirement planning, investment management, life insurance, and estate planning.
Mark can help our customers create a retirement plan that takes into account their current assets, savings goals, and retirement timeline. He can also help our customers with investment management, ensuring that their portfolio is well-diversified and aligned with their goals and risk tolerance.
David can help our customers choose the right life insurance policy that meets their unique needs and budget. He can also provide guidance on estate planning and trust services, ensuring that our customers’ assets are protected and passed down to their beneficiaries as they desire.
By working together, we are able to provide our customers with a comprehensive solution that meets all of their financial and insurance planning needs. Our partnership with Mark and David is just one example of how Vantage Point Insurance is committed to offering our customers the best possible service and support.
