Financial Services
At Coates Way Financial, we understand that financial security is a key pillar in building and maintaining a solid financial future. That’s why we strive to provide our customers with the best insurance products and services to ensure their peace of mind.We offer a variety of wealth building products that have been designed to meet your individual needs. Our products are tailored to protect you and your family from any financial risks that may arise. Invest in your future, and let us take care of the rest.
Living Benefits
Life Insurance
Living benefits life insurance provides important financial security for you and your family. With living benefits life insurance, you can access a portion of your death benefit while you are still living, allowing you to use it for medical expenses, long term care, and other financial needs. This type of insurance is important for providing financial stability and peace of mind.
Child Legacy Planning
Our Child Legacy Plan Insurance is the perfect way to ensure that your child's future is secure. This insurance plan helps to build financial wealth, so that your child will have a strong financial foundation for their future. With the Child Legacy Plan, you can rest assured that your child's future is secure and that they will be able to make the most of their financial opportunities.
Mortgage Protection
Protecting your home and family with a mortgage protection policy is easy. Our insurance provides your family with a life insurance policy that will pay off your mortgage if you were to pass away, giving you the peace of mind that your family will be taken care of. With our mortgage protection plan, you can rest assured that your home and family will be safe.
Tax-Free Retirement
Secure your retirement with tax free retirement using life insurance. Our life insurance policies allow you to save for retirement without having to pay taxes on the money you save and the money you receive when you retire. Enjoy the peace of mind knowing that your retirement savings are protected and secure.
Legal Protection
Our Legal Protection service provides personal and small business clients with the legal advice and protection they need. We offer various services, including:
Identity Monitoring
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Documentation and Letter review,
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estate Planning and Will Preparation
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Speeding Ticket Assistance,
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and more
With our Legal Protection service, you can rest assured knowing your legal needs are handled.
Business Services
Our Business Insurance services are designed to ensure that your business is fully protected. We offer a wide range of products:
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Key Person,
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Split Dollar Plans
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Executive Bonus Plans
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Defined Benefits Plans
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Retirement Plans
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and more
Our highly experienced team can help you find the right products for your business and ensure that your business is protected.