Life Insurance

It's All About Life!

Life Insurance is often part of the benefits package offered to many working Americans.

Once annual updates are done there is a tendency to forget about that checked box on the company forms.  If the policy furnished through your employment is the only one you have, it may not be portable when you retire.

If at some point you have purchased personal life insurance outside of your employer, you will have additional options to consider.

Life Preserver in Sand for Life Insurance Page
Family Protected by Life Insurance Enjoying Beach Walk

An often-overlooked aspect of retirement planning is life insurance. Nothing is more needed, even in retirement, and there are many choices available including:

  • Term Life - Offers a Death Benefit
  • Whole Life - Provides Cash Value
  • Universal Life - Offers Flexibility
  • Single Premium Policy - Allows for Leaving A Legacy
  • Final Expense Insurance - To Take Care of the Cost of Dying

Expert advice can help you make an informed decision on what is right for you and your loved ones.

James H. Willis, III is the President and Founder of The Willis Agency, based in Land O' Lakes, Florida.  Since 1988, Jim has focused on helping his clients understand the logistics of life insurance options.

As an independent, licensed agent, he is able to offer comprehensive choices and informative information.

Schedule your free consultation today and start planning your successful tomorrow!

Caroline

"Jim has helped us for over 14 years but never as much as when my family and I needed him during the illness and death of my husband. He has not only been our financial advisor, but a friend and confidant and has been there every step of the way... Thank you so much Jim."

Rick & Susan

"When it suddenly hit me that retirement wasn’t so far away, I called Jim for help. We went over all my finances, talked about the plans my wife and I had for retirement, our hopes to travel, to leave our children an inheritance, charitable giving, even our health. Jim recommended a strategy that will give us a lifetime income and allow us to do most of what we hope to do. Thanks Jim!!!"

Wayne & Colleen

"We have found Jim to be sincere and honest which is so important to us. As we have gotten older, our desires and needs have changed, but all of the products Jim recommended to us have served us well. We are very happy with his services."

Dave & Sara

"We met Jim after we’d been retired a few years, and just asked him over for a friendly Estate Review... Jim showed us that unless we changed our spending and investments, in 12 years we would be completely out of funds. Jim spent many hours with us setting up a new financial plan, not only securing us the lifestyle we wanted, but covered our future plans."

Step 1: Initial Phone Meeting

The purpose of this phone call is to start to understand your situation, needs, and goals.

Step 2: Discovery Meeting

This is a deeper dive into what your desired outcomes are and what gives your life significance.

Step 3: Game Plan Presented

Based on your provided information, several options will be outlined that best fit your desired outcomes.

Get Your Free Retirement Worksheet