• Prudent, tax, modified-AGI, creditor, lawsuit and probate advantaged environment

• Virtually immune to market and credit losses, yet linked to index market's potential up-legs only

Minimum safety-net guarantees coupled with tax and legal immunity options to your overall financial portfolio allow you to plan for a sustainable retirement and legacy needs.

The most important part of our business is helping You prepare for the future. At E-Choice Insurance Services Inc, striving for your sustainable peace and joy is the driving force of our practice!

Workshop, Portfolio Review & Proposal Requests

• For your customized free workshops, click here to contact us via e-mail, or call us toll free at 866-My-eChoice or direct at (512) 246-0007. 

Health care insurance and retirement financial vehicles have become increasingly inter-linked.  Call us to find out more.

• For your family or individual:
  • Overall financial concerns for retirement & risk management review, request for a free goals and needs analysis.
  • Product specific proposal request, provide us a copy of the
    • Individual/Family Census form.
    • Pre-Application Assessment form, if any known pre-existing medical concern.
• For your executive and or group benefit review and proposal request, we need the following:
  • Census form.
  • Pre-Application Assessment form, if any known pre-existing medical concern.
  • If you have a current insurance to be reviewed and serviced, we will need:
    • Your group's most current billing statement.
    • Agent of Record (AOR) letter. (We will generate one for you.)
• Forms:

  Group Census

  Group Pre-Application Assessment

  Individual/Family Census

  Individual/Family Pre-Application Assessment

         

 

 

 

 

 

 

 

 

 

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