Matador Insurance Services

Life Insurance

IUL

Indexed universal life insurance allows individuals to grow their funds through an equity index without directly investing in the stock market.

Index your life insurance policy

Whole Life

With a whole life insurance policy, the insured party receives a guaranteed death benefit for the rest of their life, as well as compounded interest.

Discover whole life insurance

Annuities

Annuities can provide individuals approaching retirement with substantial return on investment and a consistent source of income.

Get maximum annuity value

Mortgage Protection

A mortgage protection insurance policy provides immediate assistance to your family to help pay your mortgage if you are unable to work or pass away.

Protect your mortgage

Final Expense

Final Expense insurance provides senior citizens coverage for burial and funeral expenses.

Learn about Final Expense

Term Life Insurance

Term life Insurance provides individuals, families, and small business owners temporary coverage to protect their loved ones and assets.

Discover Term Life Insurance

Our Process

Step 1: Discovery

Step 1

Discovery

The first step in our Milestone Process is getting to know who you are, your financial situation, and your concerns or goals. After gathering these crucial details about you, we will transition to an educational setting to answer your questions and provide further insight about potential solutions. After capturing a complete profile of you we can move on to preparing an optimal solution.

Step 2: Strategy

Step 2

Strategy

During this piece of the process, we present the potential financial strategies and solutions to your goals, concerns and vision. Our primary focus is educating our clients about the potential solutions and how they will operate within their financial wheelhouse. We will also gather and submit any necessary documentation to get real illustrations designed specifically for your financial situation.

Step 3: Implementation

Step 3

Implementation

During this step in the process, we will be focused on reviewing real strategies and solutions that are applicable to your financial situation. The proposed solutions will be laser-focused on providing maximum value and performance.

Step 4: Review

Step 4

Review

Our annual review will be centered on making the necessary adjustments to your financial plan and seeing if there is any room for improvement or modification. We understand that life happens and that our goals change. But no matter the circumstances, we promise always to provide an optimal alternative.
  • Introduce You To Our Team
  • Discover Your Financial Goals
  • Analyze Your Current Situation
  • Present Financial Strategies
  • Develop A Course Of Action
  • Implement The Financial Plan
  • Deliver Finalized Estate Plan
  • Ensure Assets Are Accessible
  • Minimize Federal & State Taxes
  • Make Adjustments
  • Review Goals
  • Track Progress
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About Matador Insurance Services

Since 2021, Matador Insurance Services has been providing individuals, families, and business owners with customized and tailored insurance solutions. Our team of insurance consultants work diligently to deliver our clients with the financial protection they need.

We aim to simplify life insurance and annuities by taking an educatinal approach with our clients throughout the entire process. From the first consultation to annual reviews, our dedicated insurance advisors will be there for you.

Find out more

Ready To Speak With A Insurance Consultant?

Reach out to Matador Insurance Services, and we will provide you with the information and resources you will need to get started.

Request a Consultation

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