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Wealth Plans 4 Life™

Embrace Life. Exceed Expections.


Insurance Services

One of the key components of a successful financial strategy includes preparing for the unexpected.

At The Keller, Perez, and Powell team you will not only have access to some of the top insurance companies in the industry, but you will find the financial experience to help determine the strategy that is right for you.

How much life insurance do I need for my family? Is long-term care insurance appropriate for my situation? How can I cover the illness or death of my business partner? These are the types of questions we help clients answer every single day.

We provide guidance and access to products in the following areas:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Health Insurance
  • Medicare Supplements including Part D Drug Coverage
  • Group Insurance (Health, Life, Long-Term Care, Disability Income)

Please contact us for a strategy that fits YOUR needs, not ours.