With Everything You Have On Your Plate, Don't Let Worrying About Your Insurance Policies Be One Of Them!
We make it our business to worry about your insurance coverage and costs so you don't have to! Experience the peace of mind that comes from knowing your coverage is exactly what you need based on your needs and budget.
With Everything You Have On Your Plate, Don't Let Worrying About Your Insurance Policies Be One Of Them!
We make it our business to worry about your insurance coverage and costs so you don't have to! Experience the peace of mind that comes from knowing your coverage is exactly what you need based on your needs and budget.
Types of Coverage We Can Help You With...
Life
You are unique, your circumstances change, and you policy should reflect that! On top of this, the life insurance industry has changed drastically over the last several years in the form of lower prices and increased benefits for things like long-term care, heart attack, cancer, stroke and more!
Annuities
If the thought of never outliving your retirement income sounds appealing to you, annuities might be a good fit. HOWEVER, it's not a stagnant product or industry! New and improved products are constantly coming out, meaning you should constantly evaluate to see what will be the most beneficial for you and your situation.
Medicare
Medicare is complicated, and it's often not talked about or even thought about until the day it's time to enroll! What's more, you're forced to deal with different plans, options and "parts" that seem to correlate with every letter of the alphabet without any rhyme or reason! That's where we come in. Our expertise is to help you navigate the Medicare maze and obtain the peace of mind that comes from knowing you that what you have is tailored to your needs and budget
Proudly Serving & Giving Back Wherever Possible
Our complimentary reviews can show you if...
- Your premium payments can be LOWERED
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You can obtain MORE coverage for less
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"Living Benefits" like LONG-TERM CARE can be added
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Your policy is in "Good Standing" and not in danger of being terminated
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Your beneficiaries match your current estate planning goals
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You have TOO MUCH or TOO LITTLE coverage
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You have living benefits you can access TODAY
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You can STOP PAYING the premiums and still have coverage
"Coming together is a beginning, staying together is progress, and working together is SUCCESS" -Henry Ford
Why I'm offering this at no cost to you...
"Growing up, I always had a passion for serving others, and I knew that I would never be satisfied unless I could build a career that was centered around that passion.
After spending years at a large financial institution, a Life Insurance Company, and an Investment Advisory Firm, I found my passion and calling in life.
Seeing the financial services industry through the lens of multiple financial advisors and insurance agents, I learned this valuable lesson: Integrity and Trust are the best return on investment in the market.
The SECOND most important aspect is to be completely unbiased and independent in financial recommendations even if that means the consumer needs something I can't offer.
After learning about independent insurance agencies, I decided to branch out on my own so that I could offer the best products and services to the people I care about most, without being pressured to offer just one company or product while knowing there are better options on the market.
Being able to see the financial services industry from so many different angles has been such a blessing and has led me to where I am today, focusing on Medicare, Annuities and Life Insurance planning for individuals.
In many circumstances, these things are often seen as important, but not talked about, let alone THOUGHT about, until they're needed or maybe even too late…
Furthermore, these planning tools can be complicated.
And without proper guidance, many individuals either end up in the wrong plan, or wind up in expensive situations that could have been avoided.
Achieving your retirement dreams is more than just making the right investment decisions, it’s about making sure the products and plans you choose are tailored to your specific situation.
My goal is to treat each client like I do my parents, and I NEVER recommend a plan or a solution that I wouldn’t offer to my own family.
When you’re ready to talk, feel free to click the button below and pick a time that works best for you and I to hop on a quick introductory phone call!"
-Patrick Holmes
And without proper guidance, many individuals either end up in the wrong plan, or wind up in expensive situations that could have been avoided.
Achieving your retirement dreams is more than just making the right investment decisions, it’s about making sure the products and plans you choose are tailored to your specific situation.
My goal is to treat each client like I do my parents, and I NEVER recommend a plan or a solution that I wouldn’t offer to my own family.
When you’re ready to talk, feel free to click the button below and pick a time that works best for you and I to hop on a quick introductory phone call!"
-Patrick Holmes
Don't Overpay AND Have Fewer Benefits
Let us worry about your insurance so you don't have to.
Contact Patrick Holmes Directly At:
910-690-6671
advisors@seventwoinsurance.com
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