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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 (Medicare Part C)*
  • Medicare Part D (Prescription Drug Coverage)*

Our Associates have the knowledge and resources to help you properly structure your insurance protection and guide you as to the appropriate type of coverage.  For quotes or more information about any specific insurance coverage, including individual health care and Medicare coverage options, please contact us at 

*We do not offer every plan available in your area.  Currently, we represent 10 organizations which offer 88 products in your area. Please contact, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.