Insurance

Delivering Insurance Planning Solutions: Objective and Holistice

KB Elliott Financial Advisors is not owned by an insurance company and therefore is an independent source for research, advanced insurance planning, and practice management expertise. Through strategic partnerships and collaboration among the nations leading insurance institutions, we provide you with solutions that work towards meeting your clients near and long-term planning goals.

We pride ourselves on delivering tailored and non-biased solutions while offering distinguished service throughout the insurance process.

Product Offerings

• Whole Life Insurance
• Term Life Insurance
• Variable Universal Life Insurance
• Long-term Care (LTCi) and Disability Insurance
• Fixed Annuities
• Equity Indexed Annuities
• Variable Annuities

Services

• Asset Protection
• Business Insurance and Deferred Compensation Design
• Case Design and Illustration Preparation
• Complete Underwriting and Sales Support
• Compliance, Education and Training
• Estate Planning and Charitable Giving
• Licensing and Insurance  Appointments
• Morningstar Annuity Intelligence Report (Variable Annuity Marketing and Sales Support Tool)