Company logo

ISI Concepts

0
用地圖查看 立即預約

聯絡資訊

立即預約

營業時間

  • 星期日

    店休

  • 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

公司資訊

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.  

團隊組成

Calvin Jones Jr

立即預約

Darnell Whitaker

立即預約

熱門服務

Service icon

Life Insurance

60 分鐘

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.

立即預約
Service icon

Money Accumulation Plans

60 分鐘

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

立即預約
Service icon

Financial Consulting

60 分鐘

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

立即預約
Service icon

Benefit Review/Life Event

60 分鐘

Review health insurance plan, adding spouse. 

立即預約

評論

0 客戶評論

留下好評