Proper insurance solutions can help enhance your standard of living by providing a guaranteed* income floor that can't be outlived.

*Guarantees are based on the claims paying ability of the issuing insurance company.


How Can Insurance Products Help You Retire?

​Selecting the right kinds of insurance products can provide guaranteed returns and peace of mind. They can bridge the gap in any retirement plan to help you rest assured that you won't outlive your income.


We offer policies and products from highly rated insurance providers of Life Insurance, Long Term Care, Medicare Supplement, Disability Insurance, and Annuities. Our insurance solutions are offered through side by side, LLC.




Side by Side, LLC clients have access to many forms of life insurance:

  • Term Life Insurance

  • Whole Life Insurance

  • Universal Life Insurance

  • Indexed Universal Life Insurance 

  • Variable Universal Life Insurance




Fixed Annuities offer a fixed guaranteed* return and provide for the potential for higher returns based on the interest crediting method.


Equity Indexed annuities offer a minimum guaranteed* interest rate and credit based on an underlying index.

*Guarantees are based on the claims paying ability of the issuing insurance company.


We can structure plans that will provide protection for at home care, assisted living, nursing home, and memory care. Additionally, if care isn’t required, accrued premium payment amounts can be withdrawn and used to fund Your retirement, or passed on to your beneficiaries.


Side by Side provides instant price comparisons between numerous state approved plans, and can provide you with the rate change history, and underwriting criteria before you apply.

Should You Buy An Annuity?

Before you buy an annuity, there are four things that you need to know to save thousands of dollars and avoid being disappointed by the results.

Long Term Care vs Life Insurance

Should you buy a regular long term care policy or a hybrid, asset-back long term policy like a life insurance or annuity contract?