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(513) 568-8717
Your Life Insurance and Annuity Expert
Request a FREE Custom Life Insurance and/or Annuity Plan Today!
Over the past 15 years, I've helped hundreds of families get the life insurance and annuities they need to protect their loved ones and their retirement.
Andy Boettcher
Retirement Planning Specialist
Know Your Options
Why work with an insurance and annuity expert?
Because getting life insurance to protect your loved ones and an annuity to secure your retirement, isn't as simple as visiting a website, filling out an application, and hoping for the best.
You need to make sure you're getting the right type of insurance and/or annuity for YOUR specific needs. Otherwise, the plan or annuity you get could end up costing you SO MUCH MORE in fees and expenses, and may not provide the protection you're looking for.
What Can I Do For You?
Custom Plan
I'll put together a custom plan specifically for your life insurance and/or retirement goals
Discovery
With your custom plan in place, we'll investigate what type of insurance/annuity that is best for you
Application
Together, we'll go through the application process and any information you will need
Consulting
Step-by-step assistance through the entire process while answering any questions you have
Utilize My Expertise
By tapping into my expertise, you'll have access to multiple different life insurance and annuity options
Life Insurance
There are many different types of life insurance products available. Knowing the right type of life insurance that will give you the maximum amount of protection for the lowest cost, comes down to your individual goals and needs.
Annuities
Like life insurance, there are also many types of annuities. The type of annuity that is best for you depends on your age, income goals, estimated retirement age, lifestyle goals, risk tolerance, and more.
Recommendations
By starting with a customized life insurance and/or annuity income plan designed specifically for your needs and goals, I'll be able to make product recommendations that are catered to your individual situation.