I specialize in helping families build generational wealth and secure financial protection.
From life insurance with living benefits to smart & safe growth solutions, my mission is to ensure your loved ones are protected—today and for years to come.
Plans That Work for You
Mortgage Protection:
Keep the bank satisfied and ensure your family keeps their home if unexpected tragedy strikes.
Income Protection:
Replace lost and much needed income if a breadwinner's paycheck disappears upon passing away.
Living Benefits:
Access a portion of your policy’s death benefit while you're alive upon diagnosis of a major illness.
Safe Savings:
Build financial assets for the future with tax advantages, security & wealth transfer opportunities.
Offering the very best in — FINAL EXPENSE PLANS — CHILD & GRANDCHILDREN PLANS — PERMANENT COVERAGE — WHOLE LIFE — INDEX UNIVERSAL LIFE — TERM — MORTGAGE PROTECTION — LIVING BENEFITS — SUPPLEMENTAL RETIREMENT PLANS — ONLY DEAL WITH 1 ASSIGNED AGENT — COMPLIANT & ETHICAL BUSINESS PRACTICES — RELIABLE SOLUTIONS — Offering the very best in — FINAL EXPENSE PLANS — CHILD & GRANDCHILDREN PLANS — PERMANENT COVERAGE — WHOLE LIFE — INDEX UNIVERSAL LIFE — TERM — MORTGAGE PROTECTION — LIVING BENEFITS — SUPPLEMENTAL RETIREMENT PLANS — ONLY DEAL WITH 1 ASSIGNED AGENT — COMPLIANT & ETHICAL BUSINESS PRACTICES — RELIABLE SOLUTIONS
Personalized Solutions: Every family’s needs are different, and so are my plans & solutions.
Broker Advantage: Access to multiple carriers means I shop the market for you, not an agency.
Proven Track Record:"Lisa found better coverage for me when I thought I was fully insured. She’s helped me secure my family’s future." — JP Davis, Beaumont, TX
How This Works:
Simple, Hassle-Free Process
Book a 1-on-1: Schedule a free consultation to discuss your needs.
Review Plan Options: I’ll guide you through tailored solutions & quotes.
Secure Your Plan: We request coverage from the carrier. It's electronic, compliant & secure.
Connect Now
Take the first step today toward protecting what matters most!