Questions?  You need answers that give you OPTIONS 
to make decisions. Call Ed Bowling (317) 439-5806
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Retirement Planning

Today it is more important to plan ahead for retirement than ever before. We are all living longer due to advances in health care and better lifestyle choices. People were hit very hard during the economic downturn. Recovery  has changed many "baby boomers" attitudes. Growth is great, but to risk financial loss is no longer a desired option.

Options available in life insurance or an annuity may provide better peace of mind for retirement planning. Where is your money now?  Retirement planning is not just about income, it's about protecting your family. 

There are different options suitable for you and  your family. Fixed Indexed Annuities and/or Indexed Universal Life provides many modern options for safer money.  How can Life Insurance provide alternatives to Long Term Care insurance; usually a "use it or lose it" proposition.

Life Insurance

Life Insurance is not just about the Death Benefit any longer. You owe it to yourself to check out coverage and planning beyond Term Life.

How can a personal profile help you select the correct options? Will your budget still allow you to take advantage of the options beyond  Term Life Insurance?

How do the resources of an agency provide better options for my family or business? Options for our clients to BUY not be SOLD…..YOU make the decision. 

Click here for more information about life insurance

Annuities

Annuities are often misunderstood. They provide an opportunity for “safe money”. However, what type of Annuity is best for you? Suitability requirements help protect the consumer. We have excellent resources for you to evaluate.

What is the difference between qualified and unqualified money? What can be eligible for transfer or purchase of a Fixed indexed annuity? We can help.

Click here for more information about annuities

Advance Funeral Trust Planning

With over nine years experience working with families in planning their final wishes I can help you properly evaluate a choice for final expenses. How?
  • Experience with Funeral Homes and knowledge of the process of Advance Funeral Planning
  • Having the resources to offer our clients options in the final expense process where “just an insurance agent” falls short.
  • Personal life experiences with Advance Funeral Planning
  • Recognizing  the value of an irrevocable trust.
Click here for information about funeral trust planning 
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