Matador Insurance Services

Life Insurance Consultant

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

Annuities

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

Get maximum annuity value

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

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

Income Replacement

We specialize in assisting individuals with income replacement through life insurance to ensure their families always have a financial safety net.

Safeguard your family

Asset Protection

An asset protection trust grants individuals and their families with protections to prevent creditors from gaining access to their assets.

Receive asset protection

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 values. After gathering these crucial details about you, we will transition to an educational setting to answer your questions and provide further insight about the requested consultation. After capturing a complete profile of your current financial position and where you want to be, we can move on to preparing and implementing an optimal financial plan.

Step 2: Strategy

Step 2

Strategy

During this piece of the process, we present the financial strategies and solutions to your goals, concerns and vision. We mostly focus on educating our clients about each moving part of their financial wheelhouse and how it will operate in their financial plan. We will also 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 strategies that are applicable to your situation based on your goals and your financial situation. These proposed strategies will be laser-focused on providing maximum performance for your goals.

Step 4: Review

Step 4

Review

Our annual reviews will be centered on making the necessary adjustments to your financial plan and seeing if there is any room for improvement. 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
matador insurance favicon

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.

Request a Consultation

Latest Insights