Insurance Services

At Gwynedd we specialize in helping our clients maximize their retirement income utilizing both Fixed Annuities and Life Insurance. As an independent insurance agency we are not beholden to any one insurance company and are able to provide multiple options for our clients and their families.  We have access to the best and most cost efficient insurance products available.

For individuals and their families we provide the following:

• Retirement Annuities
• Fixed Income Annuities
• Fixed Index Annuities
• Long-Term Care (LTC) Annuities and Insurance
• Term Life Insurance
• Index Universal Life and Whole Life Insurance
• Disability Insurance

For business owners we provide:

• Buy-Sell Insurance
• Key-Man Insurance
• Individual and Group Disability Insurance
• Business Overhead Expense (BOE) Insurance 

Our 30 plus years of experience in the industry helps our clients maximize their results in an efficient way. We do the heavy lifting, so you don’t have to.

Set up a free consultation today!  We will answer your questions and show you your options!