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ISI Concepts

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Contatos

Agende agora

Horário de abertura

  • Domingo

    Dia de folga

  • Segunda-feira

    10:00 - 20:00

  • Terça-feira

    10:00 - 20:00

  • Quarta-feira

    10:00 - 17:00

  • Quinta-feira

    10:00 - 20:00

  • Sexta-feira

    10:00 - 17:00

  • Sábado

    10:00 - 16:00

Sobre a empresa

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.  

Nossa equipe

Calvin Jones Jr

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Darnell Whitaker

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Top services

Ícone de serviço

Life Insurance

60 min

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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Ícone de serviço

Money Accumulation Plans

60 min

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

Agende agora
Ícone de serviço

Financial Consulting

60 min

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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Ícone de serviço

Benefit Review/Life Event

60 min

Review health insurance plan, adding spouse. 

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