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Insurance

Protecting Your Assets, Your Income, and Your Life.

We believe that protection against contingencies such as providing surviving family members with adequate resources to meet income needs and estate planning objectives, the loss of income due to disability or the expense of needed long term care are fundamental to the development of a sound financial plan.  

Vision Wealth Management, LLC has developed relationships with many of the insurance industry’s leading carriers to provide our clients with the most innovative and competitive products available to protect their assets and meet their financial security needs.  These products that can help protect your assets, your income, and your life include:

Client Centered

Equity Indexed Annuities
Fixed and Immediate Annuities
Joint and Survivorship Life Insurance
Long Term Care Coverage
Term Life Insurance
Universal Life Insurance
Variable Annuities
Variable Life Insurance
Whole Life Insurance
Individual Health Insurance
Medicare Supplement Plans*
Medicare Advantage Plans (Part C)*
Medicare Part D (Prescription Drug Coverage)*

Our Associates help structure insurance coverage appropriately and guide clients on the types of protection best suited to their needs. For quotes or information on coverage options, including Medicare, contact info@visionwealth.biz.

*We do not offer every plan available in your area.  Currently, we represent 10 organizations which offer 97 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.