Personal Financial Planning

Our Life Insurance, Long-term Care, and Disability Insurance offerings.

McConkey’s Personal Financial Protection team is here to provide you with the comprehensive solutions you need to protect you and your loved ones. Whether it is providing income protection through disability insurance or protecting your family legacy through life insurance and estate planning, we have the expertise available to help with all of your needs. Our holistic approach allows us to identify the type of policy that fits your current needs and lifestyle. Our breadth and depth of carrier relationships allow us to find optimal pricing and underwriting results on a case-by-case basis.

What can our personal financial protection services do for you?

Our life insurance policies provide peace of mind knowing that your family will be taken care of should something happen to you. Our disability insurance policies provide coverage in the event that you are unable to work due to injury or illness, and our long term care insurance policies provide coverage for extended care needs. Among our offerings are annuities that provide downside protection and can be an integral part of any financial plan.

As an underwriting advocate for our clients in all personal financial protection needs, our experienced team works with each of our clients to assess their individual needs and provide the best coverage options available. We will review a client’s medical history, lifestyle, and other factors to determine the best life insurance policy for them. We strive to provide superior coverage at the most competitive rates, and our team is dedicated to finding the best policy for each customer.

Our knowledgeable staff are available to answer any questions about annuities and how they can be an integral part of any financial plan.

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