Matador Insurance Services

Annuity & Life Insurance Agents

A People-First Approach To Financial Planning

At Matador Insurance, people come before policies. Our licensed advisors craft retirement and legacy plans around your goals with clear guidance and transparency supported by a simple online consultation process.

We focus on risk managed solutions such as fixed indexed annuities and life insurance, delivered by a team that plans together so nothing is missed.

Our support is personal and inviting, designed to make each step easy to understand.

elder couple experiencing milestone

The Matador Milestone Process

Request Consultation

Share a few details and receive a welcome email with a brief form so we can prepare for your first meeting.

Discovery

We listen, learn your goals, and review your current accounts and policies to understand what matters most.

Strategy

We present an income & legacy plan with annuity & life insurance options explained in plain English.

Annual Review

We check in each year to confirm life changes and adjust your plan as needed.

Clarity For Your Most Important Decisions

See how annuities, life insurance, and planning work together. We compare carriers, explain trade-offs, and design a path that supports income today and preserves what matters for tomorrow.

The Matador Experience

Heather D.
Chapel Hill, NC

Understood my needs better than I did! Tristan has my highest recommendation. His expertise & guidance are second to none.

Peyton S.
Cary, NC

Wonderful company with great service and employees!! Would definitely recommend!

Jake B.
Dallas, TX

Incredible customer service. I can’t wait to continue working with them!

Retirement Planning, Simplified

Tell us your goals. We organize the details, review options, and design a plan you understand. Friendly support at every step.

Request Consultation