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 Wealth
Preservation Associates is a company founded on the principal
that people are entitled to keep and grow what they have worked
a lifetime to create. At Wealth Preservation Associates we
are dedicated to applying insurance solutions to protecting
your assets and preserving your wealth.
That's all we do.
For your Life
We provide a multitude of
Life Insurance services geared at helping our clients protect
those who depend on them for income, for support, and for
family continuity. As independent insurance representatives
we will find the right solution for our clients. Whether it
is an economical Term policy to cover a home mortgage or a
business loan, or a Universal Life policy to provide funds
in the event of an untimely death in the family, or an Indexed
Life policy meant to both protect the beneficiaries in the
event of that unexpected death, and provide significant cash
values to be used during the life of the policy owner.
Our approach is simple...
find out what the client needs and provide it at the best
price and the best terms.
For your Health
Health Insurance is often viewed as an optional insurance
plan. When in reality it should be viewed as just as important
as any other insurance coverage you have. In fact when
you think about it the odds of a major medical calamity impacting
a person's life are much greater than the automobile being
stolen or the house burning down, and we would not think of
going without that coverage. Lack of sufficient Health Insurance
is the number one reason for personal bankruptcy in the United
States.
For Retirement Income
We provide a safe haven for secure
retirement income. In fact we provide the only vehicle where
your money will grow and provide competitive returns without
risk (Indexing), you will have access to your money (Liquidity),
Tax Advantages (Deferred), Transfer of Wealth (Probate Avoidance).
Single
Premium Indexed Annuities (SPIA) offers all of this and more.
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