Our Services

The retirement evolution difference

We are proud to be independent insurance agents which allow for a broader array of products. It’s our experience that no two people have the same circumstances or goals. As a licensed insurance agent, we can review a full range of insurance products available. Using insurance products, Retirement Evolution Group can design a strategy for your unique situation. 

Life Insurance

Licensed life insurance agent. For those of you who think life insurance is only to be used to transfer wealth to your heirs, think again. It is true that term life insurance is only used to transfer a death benefit to beneficiaries within the term of the policy, but there are now more types of policies available than the standard term life insurance policy, some of which include savings elements and cash value. Whole life, universal life, and indexed universal life (IUL) policies take a portion of your premium payment and deposit it into an accumulating account. In this way, your life insurance policy also becomes an investment.


Medicare Services

Licensed to offer Medicare Supplements and Medicare Advantage policies. Medicare coverage is a benefit of retirement for men and women who have paid into Medicare as part of the U.S. tax system. It’s a social insurance program that provides health insurance through a list of private insurance providers to over 55 million Americans. Retirement Evolution is certified to provide Medicare Supplement & Medicare Advantage plans through the private insurance carrier, United Healthcare. Schedule a meeting to learn about your options—you may qualify for a Medicare supplement or Advantage plan that helps you cover costs not covered by Original Medicare.


Alternative Investments

Available to accredited investors only. To learn more, call to set up an appointment or attend a seminar



Licensed Annuity Agent. An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-range goals, under which you make a lump-sum payment or series of payments. In return, the insurer agrees to make periodic payments to you beginning immediately or at some future date. 


Social Security Planning

Social Security is one of the cornerstones of retirement, but there’s a lot of confusion about how it works and at what age it’s best to start collecting benefits. It’s important to work with someone knowledgeable and experienced to maximize your benefits and ensure that you get to enjoy retirement, not just endure it. Ease some of the stress of retirement by scheduling a consultation with Retirement Evolution. We’ll use our financial planning experience and trusted Social Security Timing software to guide you through the complexities of Social Security and determine the optimal time for you to start taking benefits. Planning ahead with Retirement Evolution can help you tap into benefits of up to $100,000—or even more—over your lifetime.