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I had an incredible experience working with Karen Trepte to get myself and my family indexed universal life insurance (IUL) She was patient, genuine and knowledgeable and educated us on the different options available.
She helped us select the best possible product that would benefit us the best. We specifically wanted life insurance but also wanted long-term care coverage. The indexed universal life plan was the best solution for us and we were thrilled to discover that all of our earnings and investments inside of our IUL are guaranteed never to go down and are accumulating interest tax-free (unlike our 401k plans!)
We also have a young baby so we were able to get her set up under the million dollar baby plan! Karen is definitely the go to person if you are looking to invest your money and support yourself and family with life insurance.
Jasmine Z.