Our Process

Milestone 1: Discovery

Milestone 1


We will become more acquainted with who you are and what your financial situation is to better understand where you want to be and how we will get you there.

Milestone 2: Strategy

Milestone 2


We will present the financial strategies and solutions to your goals, concerns and vision and how these strategies will operate in your financial plan.

Milestone 3: Legacy

Milestone 3


We will create a fully integrated and coordinated estate plan to ensure your assets are readily available to be transferred to your heirs in the event of a life emergency.
  • 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
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About Matador Insurance Services

Since 2021, Matador Insurance Services has been providing individuals and families with customized and tailored policies. Our team of North Carolina life insurance consultants works diligently to deliver them with the financial protection they need.

We aim to simplify life insurance and annuities by working directly with our clients throughout the entire process. From the first consultation to the final purchase, our dedicated life insurance consultants will be there for you.

Find out more

Ready To Speak With A Life 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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