Charlie’s purpose has always been focused on what’s important…protecting your lifestyle and financial security. He considers it a privilege to help families and business owners determine what is important for them.
He helps individuals and their loved ones maintain their choices and independence when faced with a critical illness or needed extended care.
He helps you protect your income throughout retirement, as well as protect savings and future earnings in the event of an illness, injury, or unexpected passing.
Experience
The Powerful Carriers We Represent
We enjoy direct business-to-business relationships with some of the most prestigious insurance companies in the world. We are not focused on a particular company’s solution; we are focused on finding the right solutions that are in your interest. All Life Insurance Companies are rated A or better.
Life Insurance
- Accordia Life
- Allianz
- American General (AIG)
- American National
- AXA Equitable
- Banner Life
- Brighthouse Financial
- Cincinnati Life
- Columbian Life
- Fidelity Life
- Gerber Life
- Global Atlantic
- John Hancock
- Lincoln Financial Group
- MET Life
- Minnesota Life (Securian)
- Mutual of Omaha
- Nationwide
- North American Company
- One American
- Penn Mutual
- Principal Financial Group
- Protective Life
- Prudential
- SBLI
- Symetra
- Transamerica
- United Home Life
- United of Omaha
- Voya Financial
- Zurich Life
Fixed and Indexed Annuities
- American General (AIG)
- American Equity
- American National(ANICO)
- Athene
- Integrity
- IPG Annuities at IPG-US.com
- Lincoln Financial Group
- Minnesota Life (Securian)
- Mutual of Omaha
- Nationwide
- North American Company
- Protective Life
- Prudential
- The Standard
- Voya Financial
Long-Term Care Insurance
Linked Benefit Hybrid Products
- Lincoln’s Money Guard
- Mutual of Omaha
- Nationwide
- One American
- Transamerica
Disability Income
Through the Cohen Agency