Investment/Annuities

Phil Castell heads up the financial division of the agency. In this role his goal is asset protection as well as growth in a conservative manner

In over 25 years as a licensed agent he has protected many hundreds of clients from the devastating costs associated with Long Term Care, and has had claims paid out in excess of $2,000,000.

Over a dozen years ago Phil started to assist his clients earn a better return on their savings using fixed annuities. This tradition continues today and is further enhanced by the introduction of equity indexed fixed annuities that are greatly improved with the addition of lifetime income riders.
These plans allow a person to create a personal pension plan that is secure and guaranteed but also flexible enough to meet unexpected situations.

Please contact Phil for a free confidential consultation regarding your personal situation and goals.

Get a Quote or call for a quote at 360-683-9284