Florida > Saint Cloud > Wealth Preservation Associates

Wealth Preservation Associates

Verified Listing

(407) 593-2243
600 Michigan Estates Circle
Saint Cloud, FL 34769
Category: Finance & Legal:Insurance Consultants


About

About Us
Wealth Preservation Associates is a concept as much as it is a company. Our vision is client wealth preservation, perpetuated through the generations by employing the safety and steady growth of insurance based solutions.

Health insurance to protect from the calamity of catastrophic medical situations that have been singled out as the number one reason for personal bankruptcy in the United States.

Life Insurance to protect beneficiaries from the devastation caused by the death of the family leader. Whether that is the traditional family, or a business entity there can be insurmountable financial problems caused by that unexpected loss. We also strive to build life insurance investment strategies for clients that not only preserve the estate but offer significant cash value for the living.

Annuities to take the risk out of investment for a long term, safe yet competitive investment strategy. Annuities provide an excellent vehicle for seniors who want to continue to grow their wealth, but can not afford to start over again in a down market. Fixed Annuities and Fixed Index Annuities offer excellent benefits for beneficiaries, and provide options for long term care, and multi generational distributions. Annuities can also play an important role in a middle aged individuals diversification strategy. As Warren Buffet once said “A good investment is one that does not lose money”.


Products And Services

Health Insurance, Life Insurance, Annuities, Long Term Care Insurance.



Languages Spoken

English


Year Founded

2007


Number Of Locations

1


Number Of Employees

1


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