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Premierly Speaking

A consumer oriented blog focused on providing planning insight and advice on various market segments

Plan for the next generation

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TAx free retirement?

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The Premier Difference

We want to make sure that you, your business, your loved ones, and your legacy are protected in the way that they deserve. It is our mission in everything that we do. Let us show you how we do it.

Our Services
A sampling of our various markets and services.

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

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

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

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

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

Who We Are

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!

Life Insurance About Premier Life Strategies Protection

Our Product lines

LIfe Insurance

We offer a full range of products and expertise on all things life insurance. From cash value WL to simple term policies, we have you covered with our comprehensive product portfolio

disability Insurance

Sometimes called income replacement insurance because it replaces your income in the event of a disability. This is a product where we find most people are very underinsured – contact us today for a quote

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