How We Work


No Fees!

We are paid directly from the insurance or the investment company that we place your business. We risk our time in an effort to earn your business. We are also paid when we are fortunate enough to earn referrals from you to friends and family whom you think we would enjoy meeting.


Process:

Interview, Analyze, Design, Present, Incorporate, Maintain

  1. Interview to gather specific facts, objectives and goals

  2. Analyze current status against facts, objectives and goals

  3. Design a plan to satisfy personalized goals based on today's budget

  4. Present creative alternatives and suggest recommendations

  5. Incorporate adopted plan with systematic follow through

  6. Maintain continuing awareness and service to keep plan on track


Our strength comes from our ability to offer our clients creative and flexible insurance packages that meet their needs, timing, and their budgets

By offering personal insurance, financial services, employee benefits, and business insurance planning, Secure Life Benefits is able to provide clients with a wide variety of financial strategies. Members of our firm have experienced backgrounds in Banking, Finance, Group Benefit Counseling, Life Insurance, Professional Key-Person Disability Income Planning, and Property Casualty Programs.