Insureous Health Solutions simplifies two of life’s most serious challenges: choosing health and wealth strategies that give peace of mind “when life happens.” We start with a free financial needs analysis. We then educate on all the options available without jargon or pressure. We believe information is power, and we make sure our clients have all the facts necessary to select the plans that best suit their needs. We are based in St. Augustine, Florida and are licensed in 25 other states. Our team has 70-plus years of experience, and we leverage a team of accounting and legal consultants in the U.S., Canada and Puerto Rico. Contact us for a free, no-obligation consultation. We’re here to help you navigate your world of health and wealth with confidence and ease.
Services Offered by Insureous Health Solutions:
– 401(k) and IRA Rollovers
– Life Insurance
– Long Term Care
– College Planning
– Indexed Universal Life
– Fixed Indexed Annuities
– Executive Bonus Plans
– Legacy Planning
– Wills and Living Trusts
…and much more …
We work with over 100 A-rated companies including:
Let us help you with:
|Comprehensive Financial Assessment|
Gain a deep understanding of your financial situation, goals and needs through a free, detailed analysis.
|Annuity Income Planning|
Develop a retirement income strategy using annuities to maintain a comfortable lifestyle and protect against market volatility.
|Indexed Universal Life Strategies|
Leverage the potential for cash value life insurance, providing both protection and tax-advantaged savings.
|Legacy and Estate Planning|
Ensure a seamless transfer of wealth to your loved ones, minimizing estate taxes.
Cover expenses without depleting your savings, offering peace of mind for you and your family.
|Medicare and Social Security Planning|
Maximize your retirement savings and Medicare benefits.
The most important part of preparing for the future is protecting it. As a non-captive insurance agent, Insureous can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. Insureous Health Solutions can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. Insureous can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, Insureous can walk you through the main types of insurance and help you decide which one is right for you.
Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. Insureous can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you’re gone.
Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance. Contact us for more information.