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Insurance

We are licensed in the state of North Carolina to sell Life, Health and Disability Insurance.  We offer through a relationship with DPL Financial Partners Term & Universal Life Insurance as well as Annuities.  Using DPL's platform we utilize their team of experts, quotation platform as well as relationships with over 15  insurance carriers.  These products are FEE only vs commission based which may have cost advantages associated with them.  Commission based insurance products build in cost in form of commissions  paid to agents in premiums paid by clients and are set by carriers.  FEE ONLY insurance leaves more of the cost at the discretion of the advisor as a one-time upfront disclosed fee.  As result, it's not only potentially more transparent, but can result in lower premiums & costs to clients.

Contact us for more detail on how insurance can fit into your overall financial plan.

Here is a list of some of the carriers we use: