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An Independent Life Insurance Broker

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Annuities

Annuities protect you from the risk of out-living your money and helps to cover basic expenses in retirement. In exchange for a lump-sum premium, insurance companies guarantees to pay you an income for life or as long as the annuity contract specifies

Cancer

Health Insurance

Critical Illness

Heart Attack & Stroke

Dental

Life Insurance

Disability Income

Long Term Care

Final Expense

Mortgage Protection

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What's Right For You

An advisor’s job is to help you understand how different products, each with their own features and options that can best meet your individual needs. Let us help you understand what products are right for you. We have the experience and knowledge to help you make the right decision.

Contact Us For a No-Obligation Quote

Insurance Companies We Represent

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Notaries, Notary Signing & Remote On-Line Agents associated with Note A Doc & Financial Services, LLC are not attorneys therefore, by law, we can not give legal advice about immigration or any other legal matter or explain or interpret the contents of any document for you, instruct you on how to complete a document or direct you on the advisability of signing a particular document.

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