• Permanent Life Insurance;
  • Universal Life, Indexed Universal Life, Whole life
  • Lowest Cost Term Life Insurance
  • Individual Disability Coverage for Personal and Business Needs
  • Individual Long Term Care Coverage
  • Fixed Annuities; Indexed, MYGA, SPIA
  • Blended Products Suite
  • Annuity Specific Assessment Program
  • Individual Accidental Death and Disability Insurance
  • Pre and Post Sale Risk Assessment Service
  • Underwriting Discounts
  • Non-Medical, Simplified Issue, and Guaranteed Issue Coverages
  • Multi Life Case Discounts
  • Quick Coverage for Bank Loans
  • Specialty Products for Virtually Any Life or Health Risk
  • Premium Financed Life Insurance
Our firm philosophy is simple: protect assets, grow wealth & live well.
William E. Watson III
Registered Financial Consultant President General Agent
The success of a financial strategy is often more dependent on its systematic nature than its rate of return.
Kurt G. Poetschke
Private Client Division
All well managed portfolios hold defensive reserves.
Harlan W. Wiese RFC LUTCF CLTC
Private Client Division Brokerage Manager
Compound interest is good, compound taxation is bad.
Registered Financial Consultant Managing Partner - Denton
The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited.
Stephen Hull MBA, RFC
Registered Financial Consultant
Successful people make a habit of doing what unsuccessful people are unwilling to do.
Holly L. Hullum
Private Client Division