Straightforward guidance on life insurance, annuities, and retirement income strategies. Personalized guidance around what matters most to you.
Benefits
Why work with TrueView?
Clear guidance, thoughtful recommendations, and a personal approach to protecting your family and preparing for retirement.
Independent Guidance
We are independent brokers, so we can compare options from multiple insurance carriers to help find solutions that fit your needs.
Educate Clearly
We explain how your options work, including the benefits and tradeoffs, so you can make an informed decision.
Focused guidance on life insurance, fixed annuities, fixed indexed annuities, and guaranteed income strategies designed around your specific needs and goals.
Clear Next Steps
We simplify the process so you always understand your options and what comes next.
Thoughtful Recommendations
If a solution isn't the right fit, we'll say so. Our priority is helping you make a confident decision, not simply making a sale.
Personal Service
Work directly with Mark from your first conversation through implementation and ongoing support.
FAQ
Frequently asked questions
Here are answers to common questions you may have before getting started.
How much life insurance do I need?
The right amount depends on your income, debts, mortgage, family expenses, existing savings, and who depends on you financially. We can help you evaluate those needs and determine an appropriate amount of coverage.The standard recommended amount is around 10-12x your annual income.
Are all term life insurance policies the same?
No. Policies can differ in conversion options, riders, renewability, underwriting, and other contract features. The lowest premium isn't always the only factor worth considering.
What is an annuity, and how does it work?
An annuity is a contract with an insurance company designed to provide features such as principal protection, interest accumulation, or retirement income. How it works depends on the type of annuity and the specific contract.
Can I lose money in an annuity?
Fixed and fixed indexed annuities generally protect contract value from direct stock-market losses, but they aren't risk-free. Surrender charges, withdrawals, optional rider charges, and the financial strength of the issuing insurer are important considerations.
Will I still have access to my money in an annuity?
Yes, but there may be limitations. Many annuities allow a portion of the contract value to be withdrawn annually without a surrender charge, while additional withdrawals during the surrender period may incur charges. Terms vary by contract.
Ready to take action?
Whether you’re protecting your family or preparing for retirement, we’re here to help you understand your options and find the right path forward.