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Financial Planning

At Insurex, LLC we provide a wide range of financial services tailored to the needs of our clients and have provided comprehensive and personalized planning services. Many people underestimate the positive impact of a licensed professional and prefer to plan for themselves, but along the way they may miss their goals and dreams.  However, our financial condition assessment services will put you in the right direction and guide you through every step of the decision-making process.  Our data collection and/or financial x-ray services are designed to analyze, confront and provide alternatives to your asset accumulation, retirement and/or protection needs; and the evaluation is free of charge. For the peace of mind of our clients at Insurex Business Solutions we have a confidentiality agreement that will protect that sensitive information. 


We are a Corporation that plans within the multiple platforms of life insurance with GUARANTEE of principal and interest.  It is for them that we are results oriented, thanks to the classification and prestige of the Insurance Companies we represent. Contact us to find out how we can help you today! 

Retirement Plan

Qualified & Unqualified Plans: 

  • 401K

  • Pension Plan

  • Keogh Plan

  • Non-qualified Plans

  • IRA'S    (Fixed/ Roth/ Index)

  • Deferred Compensation

  • LifeCom

  • Accumulation vs. Distribution

  • Executive Bonus



With Principal Guarantee, Entry Bonus, High Yields, Long Term Care Endorsements and more....

  • ​We have nine insurers that offer Annuities.  All with principal guarantee, some with entry bonus ranging from 5% to 9% plus the prevailing, some allow loans and others with extended care endorsements.

Asset Protection & Asset Succession 

Financial strategies free of lawsuits and liens.

  • Design of strategies against claims for medical malpractice or lawsuits.  These strategies are ideal for Physicians, Attorneys, Accountants, Psychologists, Social Workers, Personal Trainers, Mechanics, Business Owners, Etc.

  • Critical Illness

  • Long term care

  • Life Insurance

  • Wills and Trusts Orientation

  • Buy & Sell Agreements

  • Multiple Owners Buy & Sell

  • Family Key Person Buy & Sell

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