family holding a baby

20+ years of experience in Life, Health, and Annuities

Since 1999, we have endeavored to present life insurance to families and businesses in a simple and easy to understand format. We all know life insurance and other financial products can be very confusing so we try to use as little insurance jargon as possible.

This makes it easier for our clients and prospective clients to understand the role life insurance, annuities, disability income insurance, and benefits play in their overall portfolio. While not everyone we meet with become clients; however, we are crazy enough to believe everyone will learn something from us that will help them in their search for the right products.

We are contracted with many of the top companies in the nation and that enables us to be truly objective in our recommendations and it allows us to shop the market for the best plan that fits your specific goals and desires. Contrary to what "Financial Entertainers" say, there is no one size fits all life insurance nor any other financial product for that matter.

Now go ahead, contact us and let's mutually discover if we should work together and by the way, consultations are free.

Our Vision

Company Founder

Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.

Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service..

Our Values

We will never recommend something for you unless we truly believe it is in your best interest.

  • Life Insurance
  • Health Insurance
  • Tax Deferred Annuities
  • Disability Coverage

You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.

Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care, health insurance and medicare supplements. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.

Our Founder

Knowing what's happening is Good. Making it happen is Better.

Our Founder Kelvin Phillips, LUTCF
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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Word On The Street

Kelvin is a highly competent insurance professional who stays on top of the latest trends in life, health, and annuity products. He was able to discern effective application for our needs and he has the right blend of integrity and initiative to deliver valuable advice and counsel in an ethical and professional manner”.

Courtney Hayes
Senior Partner Intergen, LLC
Atlanta, GA

Kelvin has been instrumental in helping us locate exceptional health and dental benefits for our staff and he has assessed and augmented our personal life insurance coverage. He has helped us develop a tailored insurance plan that meets our specific goals and improves our financial portfolio. It is without hesitation we refer Kelvin’s services to you and we pray that you will find him as valuable a resource as we have”.

Pastors Billy and D’Ann Johnson
New Covenant Christian Ministries
Lithonia, Georgia

Our Partners