Hap Maxwell Insurance & Investment Services
Why pick this one
Hap Maxwell Insurance & Investment Services has 43+ years of experience and a CLU designation, focusing on retirement income and insurance planning.
Best for
- retirement savings and income planning
- life insurance for individuals, families, and estate planning
- fixed or fixed indexed annuity planning
- disability income protection for professionals and business owners
- long-term care coverage
- health insurance guidance
- small-business employee and employer benefits planning
Look elsewhere if
- property and casualty insurance needs
- customers seeking emergency or same-day insurance service
Specialties
- retirement income planning
- wealth accumulation and preservation
- life insurance
- fixed and variable annuities
- disability income insurance
- long-term care insurance
- health insurance
Certifications
- Chartered Life Underwriter (CLU)
What makes them different
- Hap Maxwell has worked in the insurance business since January 1, 1981
- Hap Maxwell earned the Chartered Life Underwriter designation in 1988
- The agency has operated independently since opening in March 1989
- The agency represents multiple financial services companies
- Retirement strategies incorporate insurance products intended to provide guaranteed income features
- Years in business
- 43
Distilled from this business's own website.
Contact & Location
- Address
- 104 E Victoria Ct Ste E, Greenville, NC 27858
- Phone
- 2528306669
- Website
- https://hapmaxwell.com/
Services
- insurance planning
- retirement planning
- investment services
- estate planning support
- employee and employer benefits planning