Terry Edwards | Secure Financial Partners
Financial Advising
Why pick this one
Secure Financial Partners partners with over 50 life and health insurance companies and offers estate, retirement, and Medicare planning.
Best for
- Families seeking life insurance
- Clients planning wills, trusts, or powers of attorney
- People planning for retirement
- Clients exploring tax-free retirement options
- People comparing Medicare Advantage or Medicare Supplement plans
- Clients seeking final-expense coverage
Specialties
- life insurance
- estate planning
- final expense planning
- retirement planning
- tax-free retirement options
- Medicare Advantage plans
- Medicare Supplement plans
Certifications
- North Carolina insurance license with Life, Health, Medicare, and Long-Term Care lines of authority
What makes them different
- Partners with over 50 life and health insurance companies
- Handles shopping for insurance quotes on behalf of clients
- Offers a Medicare-dedicated phone line
- Provides custom plans intended to fit clients' lives and budgets
Distilled from this business's own website.
Contact & Location
- Address
- 8025 N Point Blvd Ste 223, Winston Salem, NC 27106-3100
- Phone
- +13364168327
- Website
- https://securefinancialpartners.com
Services
- life and health insurance
- estate planning
- retirement planning
- Medicare planning