As independent licensed producers with decades of experience in the industry, we are ready to help you find a plan that fits your budget and your needs. Life insurance is a good place to start when you want to provide financial security for you and your family. There is nothing like having one less thing to worry about during difficult times by providing your loved ones with a death benefit. If you need it, some policies also build cash value1. We represent a variety of carriers to offer the best prices and multiple types of life insurance to match your needs and budget giving you the confidence of knowing you’re covered.

Products & Services

Term Life

Meet your life insurance needs at an affordable price.

  • Death Benefit
  • Affordable Coverage
  • Convert Your Policy

Whole Life

Help meet your financial goals and protect your family’s future.

  • Death Benefit
  • Build Cash Value
  • Opportunity to Earn Dividends

Universal Life

Life Insurance through optional guarantees and flexible premiums.

  • Death Benefit
  • Flexible Premiums
  • Build Account Value

Guaranteed Issue Life

Help your loved ones pay for final expense costs.

  • Affordable Coverage
  • Guaranteed Acceptance
  • Death Benefit

Annuities

Annuities can be a paramount way to save for retirement. Annuities may help your savings grow faster. Each type of annuity has advantages and drawbacks that you should consider carefully before deciding whether an annuity is right for you. Annuities can also provide guaranteed lifetime income.

Long Term Care

Long term care (LTC) can be expensive, and costs generally continue to rise. To receive the quality of care you want in the setting of your choice, putting a plan in place early in life is essential. In order to match your needs and budget you may choose from traditional LTC insurance, life insurance with an LTC component, or some combination of both.

Alternative Financial Strategies

We personalize global alternative financial strategies that are tailored to the accumulation and protection of wealth.

  • Agricultural Hard Assets
  • Timber
  • Coconuts

Business Services

We offer a variety of  B2B & B2C business services.

  • Document and media backups & duplication
  • Complete line of web services
  • Computer backup cloud services
  • Memorial service presentation media & support
  • A/V rentals

Partial list of major carriers we represent

img-partner-logos v1

Why meet with one of our
Professional Advisors?

We’ll lend a helping hand

We will assist you in every way to prepare for the changes life can bring and help take the guesswork out of planning your financial future.

Private Client Service

Our Private Client Service offers unique features
and useful benefits designed to embrace everything
about you, your goals and your needs.

We’re Members of the Community

When you work with a Coliday Financial Professional, you’ll benefit from our strong and active role in the local community.

We provide concepts to protect your safety while providing income and growth options for life.

Safety

With your safety in mind we provide concepts and multiple options to safeguard your most important asset – you.

Establishing trust is the first step towards building a relationship focused on assisting you in making the types of decisions necessary to bridge the gap between an unsecured life style to one of safety, comfort and peace of mind.

To live fulfilled without the worry of all the “what if’s” in life takes more than a pay check and a monthly contribution to a 401k. If it is your desire to provide coverage for yourself and your family in the aftermath of a life changing event (accident, health condition, death, etc.),  we can help.

Legacy

We provide concepts/solutions for legacy sustainability that turn into plans.

A variety of financial options are offered, discussed and implemented at your sole direction.

If it is your desire to sustain an identified standard of living that provides a legacy you can pass on to future generations, we can help.

 

Income

In this complicated world, sustaining a lasting income for retirement can be quite challenging.

We simplify the process by examining your current and projected financial capabilities, then structure a variety of plan options that fit your pre-defined objectives and means.

If you are looking for an easy and sensible approach to income generation for retirement, we can help.

Growth

To achieve continued financial growth from your portfolio requires more than interest gained from a financial vehicle, i.e. a Certificate of Deposit.

Discussing a variety of different products and their performance features is where we start. Once we identify your short and long term needs, price points and affordability factors we offer competitive lines of options designed to grow your portfolio at a pace you can effectively manage.

If your goal is to increase the value of your managed assets, we can help.