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ISI Concepts

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联络资讯

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营业时间

  • 星期日

    休息日

  • 星期一

    10:00 - 20:00

  • 星期二

    10:00 - 20:00

  • 星期三

    10:00 - 17:00

  • 星期四

    10:00 - 20:00

  • 星期五

    10:00 - 17:00

  • 星期六

    10:00 - 16:00

公司资讯

We are Insurance, Savings, & Investments Concepts providing over 40 years of insurance products, money accumulation, and financial services to a select group of individuals and families, businesses, and institutions with the desire to protect and grow assets. We give genuine care with integrity and character as our customer service goals.The vision of ISI Concepts is to facilitate financial protection for individuals, families, and businesses.  We strive to make financial processes understandable and affordable for everyone regardless of education or income level.  The ultimate goal of our financial strategies is to help create generational wealth in the lives of individuals.  

团队组成

Calvin Jones Jr

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Darnell Whitaker

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热门服务

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Life Insurance

60 分钟

Term Life, Whole Life, Universal Life, Mortgage Protection, and Special Risk Life insurance for medically challenged individuals who may have found it difficult to get coverage or increase their life insurance face amount.

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Money Accumulation Plans

60 分钟

Tax-Sheltered Savings Programs; IRA's; Annuities (fixed & variable rates indexed with S&P 500); 401k; Profit Sharing; Pension Plans & Retirement Accounts; Rollovers; CD's; Stock &Mutual Fund Rollovers and Cash Value Life insurance pla

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Financial Consulting

60 分钟

Estate Planning (Will & Trusts); Business Planning; Employee Benefits; Family Financial Planning. Mortgage Savings Plans and Mortgage Master will reduce 10-15 years off of your mortgage and build wealth with equity interest concepts. Life insuran

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Benefit Review/Life Event

60 分钟

Review health insurance plan, adding spouse. 

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