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Wealth Preservation Associates
600 Michigan Estates Circle
Saint Cloud Florida 34769
Tel 407 593 2243
Providing Health Insurance,
Life Insurance and Annuities for the St. Cloud, Kissimmee,
Osceola, Orlando and Central Florida areas.
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New
for 2011... Junior Estate Builder...$15,000 Children's Life
policy for $35 per year!! Contact Joe at 407 593 2243 for
more details
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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.
An
Independent Agent
This means that instead of working
with only one plan with one insurance carrier, Wealth Preservation
Associates work with most all major plans including:
Humana, HumanaOne, Aetna,
United Healthcare, Cigna, Lincoln Financial Services, Genworth,
North American Life Insurance and Western Reserve
Call today for a no-obligation, free
consultation at 407-593-224
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