Wealth Preservation Associates is a company founded on the principal that people are entitled to keep and grow what they have worked a lifetime to create.

At Wealth Preservation Associates we are dedicated to applying insurance solutions to protecting your assets and preserving your wealth. That’s all we do.

For your Life

We provide a multitude of Life Insurance services geared at helping our clients protect those who depend on them for income, for support, and for family continuity. As independent insurance representatives we will find the right solution for our clients. Whether it is an economical Term policy to cover a home mortgage or a business loan, or a Universal Life policy to provide funds in the event of an untimely death in the family, or an Indexed Life policy meant to both protect the beneficiaries in the event of that unexpected death, and provide significant cash values to be used during the life of the policy owner.

Our approach is simple find out what the client needs and provide it at the best price and the best terms.

For your Health

Health Insurance is often viewed as an optional insurance plan. When in reality it should be viewed as just as important as any other kind of insurance you have. In fact when you think about it the odds of a major medical calamity entering a person’s life are much greater than the automobile being stolen or the house burning down, and we would not think of going with that coverage. Lack of sufficient Health Insurance is the number one reason for personal bankrupties in the United States.

For Retirement Income

We provide a safe haven for secure retirement income. In fact we provide the only vehicle where your money will grow and provide competitive returns without risk,(Indexing), you will have access to your money (Liquidity), Tax Advantages (Deferred), Transfer of Wealth (Probate Avoidance).

Single Premium Indexed Annuities (SPIA) offers all of this and more.