Jason S. Mathis
Phone: 954.560.8932
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HOW MUCH LIFE INSURANCE DO YOU NEED?

The level of life insurance coverage needed varies greatly depending on the needs of the person and their family situation. Our job is to help clients determine the right amount of coverage and find the most suitable product based on the situation. With an extensive roster of “A-rated” insurance companies in our stable, we can find what works best for you.

LIFE INSURANCE

Explore Life Insurance

Life insurance products offer a contract between an insurer and the owner of the policy that guarantees payment of money to a named beneficiary when the insured person dies. It is like a promise to the owner in exchange for premiums paid by the policyholder. There are various types of policies designed to help fit the need of clients on many different levels.

TAX-FREE RETIREMENT

Understand Tax-Free Retirement

One of the most important financial decisions you’ll make in life is how to save for your retirement. Maybe you feel you’ve done a very good job of saving for retirement. Maybe you’re wondering if there’s a better way than the traditional retirement savings plans like a 401(k), traditional IRA, 403(b), TSP or even a Roth IRA or Roth 401(k)? The Alliance can show you a better way to save for retirement that you’re probably not even aware of.

OTHER PRODUCTS

View Other Products

Every person has a unique set of needs, so The Alliance does all it can to provide multiple products to give the very best service to all clients. What works for you is based on your needs, so we will sit down and find the best fit possible for you.

WE'RE HERE TO HELP.

Whether you have a basic understanding or in-depth knowledge about life insurance we can answer any outstanding questions you may have.