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!

Laura

"I first met Jim 12 years ago, during a critical time in my life when I needed a lot of advice on insurances and investments. Jim had all the answers and through all these years he has directed me and helped me make the right choices. I feel very secure and thankful that I found a truly honest agent and friend."

Don & Suzanne

"Thanks for caring, for praying with us and for showing your love and concern."

Jean

"I’m thankful for your help and sharing your family with me. My love."

June

"Hello, I just want you and Candi to know how much I appreciate your monthly Newsletter… Your words of faith give me help in witnessing. I know God is my financial advisor. He is also my doctor.  He is my everything.  I pray about everything.  And I am so blessed. Thank you."

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.

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