Wealth Preservation Associates

At Wealth Preservation Associates, we are dedicated to providing comprehensive insurance solutions that cater to the diverse needs of our clients. With over a decade of experience in the industry, we have built a strong reputation for delivering exceptional service and unparalleled expertise in the field of insurance.

Our commitment to our clients is at the heart of everything we do. We understand that each individual has unique needs and goals, and we strive to tailor our services to meet those specific requirements. Our team of professionals is dedicated to building long-term relationships with our clients, ensuring that they have access to the best possible solutions for their insurance needs.

Our Services

Wealth Preservation Associates offers a wide range of services designed to protect and preserve our clients' wealth. These include:

Medicare

Medicare is a federal health insurance program that pays for a variety of health care expenses. It's administered by the Centers for Medicare & Medicaid Services (CMS), a division of the U.S. Department of Health & Human Services (HHS). Medicare beneficiaries are typically senior citizens aged 65 and older. Adults with certain approved medical conditions (such as Lou Gehrig's disease) or qualifying permanent disabilities may also be eligible for Medicare benefits.

Wealth Preservation Associates assists clients in obtaining private insurance company Medicare offerings, including Medicare Supplements, Medicare Advantage, and Part D Drug plans. Our goal is to help clients navigate the complex world of Medicare and ensure they have the coverage they need to protect their health and well-being.

Health Insurance Under 65

Wealth Preservation Associates understands that protecting against catastrophic medical situations is crucial for individuals under the age of 65. We assist clients in obtaining private insurance company major medical insurance, including Obamacare, Individual Insurance, Short Term coverage, Group Insurance, Accident, Hospital Indemnity, Dental, and Vision. Our team is dedicated to finding the right solution for each client, ensuring they have the necessary coverage to protect their health and financial stability.

Life Insurance

Life insurance is essential for protecting beneficiaries from the devastation caused by the death of a family leader. Whether it's a traditional family or a business entity, the loss of a key individual can lead to insurmountable financial problems. Wealth Preservation Associates assists clients with a multitude of Life Insurance services, including Term Life Insurance, Universal Life Insurance, and Indexed Life Insurance. Our team works closely with clients to understand their specific needs and goals, providing them with the right solution to protect those who depend on them for income, support, and family continuity.

Annuities

Annuities offer an excellent vehicle for seniors who want to continue to grow their wealth while mitigating the risk of investing for the long term. Fixed Annuities and Fixed Index Annuities provide excellent benefits for beneficiaries and offer options for long-term care and multi-generational distributions. Wealth Preservation Associates assists clients in obtaining Annuity products that meet an array of needs, including Lifetime Income, Penalty-Free Withdrawals, Bonus payouts, Period Certain Payouts, Guaranteed Death Benefit, and Probate Avoidance.

Core Values

At Wealth Preservation Associates, we are committed to our core values, which guide our actions and decisions every day. These values include:

Trust

No value is more critical to the achievement of our objectives. Our clients must trust us implicitly, knowing that any decision made is in their best interest and that any private and confidential information provided will be held sacred and maintained to the highest degree of confidentiality.

Relationship

Knowing the needs of our clients and protecting their interests is fundamental to who we are. For over a decade, we have based the growth and expansion of our company on making sure our clients always have access to us and accountability from us.

Advocacy

There is no added value to a relationship that is transactional. In fact, a transactional relationship is more easily achieved online or over the phone. When the client encounters difficulty or stress or confusion, Wealth Preservation Associates is there to provide support and guidance, ensuring that our clients receive the best possible service and solutions for their insurance needs.

By staying true to our core values, Wealth Preservation Associates continues to provide exceptional service and unparalleled expertise to our clients, helping them protect and preserve their wealth for generations to come.