Explore mortgage protection insurance for seniors and how it can cover your mortgage balance in case of death. Learn the benefits, eligibility, costs, and how it compares to life insurance options like term and whole life insurance.
Your Holistic Insurance Planning Firm
We help retirees, and business owners with tailored life insurance solutions and annuities to protect their assets, regardless of their situation.
Request ConsultationOur 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
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 educational approach with our clients throughout the entire process. From the first consultation to annual reviews, our dedicated insurance advisors will be there for you.
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.
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