Consulting
POLICY REVIEW
retirement
Let us show you how to properly plan for a tax free retirement using our proprietary tools. Interested in tax deferral strategies? We have more proprietary strategies for that as well
estate planning
Businesses
We make sure your business is protected in the event of an untimely death or disability. Buy sells, executive benefits, and employee bonuses are just some of the many strategies available
College Funding
There are many strategies to pay for the growing cost of higher education – many of the mainstream plans are not very flexible – let us show you what we believe is the most flexible college planning strategy available
consulting
We offer a full range of fee based consulting services ranging from case design to underwriting. Great for clients that have an existing agent but want an independent opinion
retirement
Let us show you how to properly plan for a tax free retirement using our proprietary tools. Interested in tax deferral strategies? We have more proprietary strategies for that as well
Businesses
We make sure your business is protected in the event of an untimely death or disability. Buy sells, executive benefits, and employee bonuses are just some of the many strategies available
Estate Planning
Our aim is for your estate to not only be properly set up for the next generation, but to owe ZERO taxes as well. Work with our team of attorneys or bring your own – we will ensure your estate is properly planned
Policy Review
Insurance policies have greatly changed in the last 8-10 years – if your policy is more than 8 years old, let us review it, for free! Our experienced team will perform an exhaustive independent review
College Funding
There are many strategies to pay for the growing cost of higher education – many of the mainstream plans are not very flexible – let us show you what we believe is the most flexible college planning strategy available
Premier Life Strategies is a full service boutique life insurance agency and marketing organization that was founded in 2009. It was created on the foundation of cultivating more intimate experiences with both our advisors and our clients. This belief is steadfast in our approach to business. Our agency believes strongly in our independence, which is why we have more than 20 carriers that we work with. Working with multiple carriers enables us to guarantee you the best underwriting and product options available. We don’t owe anything to any of our carriers which means we have zero bias when it comes to selecting the best option for you. We have worked with some of the top advisors in the country and we bring that experience directly to our clients. Specialties include: tax-deferral strategies, tax-free retirement planning, business planning, legacy planning, underwriting, and more. We have offices in Roanoke, VA and a processing office in Rancho Santa Fe, CA. Let us show you The Premier Difference – contact us for a quote today!
Our Product lines
LIfe Insurance
disability Insurance
Annuities
Annuities provide anything from tax deferred build up of cash before retirement to immediate income for life. We can show you how to make sure you are properly prepared for retirement
Long term care
We offer traditional long term care (LTC) as well as some of the newer asset based LTC products that offer stronger premium guarantees and cash back options. LTC is becoming more and more expensive – we can show you how to protect your current assets from a costly LTC event
