Broker Check

12345 University Avenue
Suite 200
Clive, IA 50325

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Brian Bolton

515-205-1473

 

Our Products and Services

We provide assistance in the following areas:

Financial Products & Services

  • Retirement Plans
  • Tax Strategies
  • 403(b) Planning
  • Legal Shield & Identity Shield
  • College Planning
  • Estate Planning
  • Profit Sharing Plans
  • Employee Benefit Plans

Insurance

  • Disability Income Insurance
  • Life Insurance Term, Universal, Whole Life
  • Identity Protection and Prepaid Legal Services
  • Medical, Dental and Vision - All Ages
  • Group Health Plans - Employee Benefits -Voluntary Benefits
  • Long-Term-Care Insurance
  • Property and Casualty Insurance - Business, Farm, Home
  • Personal and Commercial Insurance Lines
  • Home Warranty
  • Cancer, Heart/Stroke, Accident (Return of Premium) 
  • Hospital Indemnity

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include commercial lines, personal insurance, liability insurance, and life insurance protection.

 

Direct links to Companies we represent for quoting, application or more information:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.