5 Forest Park Drive Suite 202 Farmington, CT 06032Phone: (860) email@example.com
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Professional Investors Life & Annuity, LLC, was founded with the goal of helping our clients with every aspect of their financial life. There are many pieces to the financial puzzle, and we have been able to put the puzzle together for many satisfied clients. We seek to co-ordinate the CPA, Attorney, Bank, Life Insurance Agent and Securities Advisor, all into one cohesive financial plan.
We will assist you in creating a comprehensive financial plan that incorporates Financial Services in Debt Management, Retirement Services, Wealth Management, and our Safe Money program. We will also provide guidance in the many areas of Health Insurance Services, including Individual, Medicare, and Group coverage.Our support of the independent broker community features a variety of webinars and programs that present information on the many tools available to address client needs.To learn how Professional Investors can help you achieve your long term financial security, please complete the form below, or contact us directly at (860) 678-7806 schedule your appointment today!
By now, most of us have heard about or received the third round of Economic Impact Payments from the U.S. Government.
However, many families may be unaware of the expansion of the Child Tax Credit that was passed as part of this plan. Eligible individuals may receive advanced payments to be disbursed starting July 1, 2021 of up to $3,600 per child.
To learn more about this and the many other additional relief packages passed as part of this law, contact Professional Investors Life & Annuity, LLC by email or by calling 860-678-7806 x203. We are available to meet with you at your earliest convenience.
For a complete copy of the Fact Sheet on the American Rescue Plan Act, click here.
Access Health CT has opened a new Special Enrollment Period for residents of Connecticut who are underinsured, uninsured, or would like to receive newly available financial help. This is also part of the American Rescue Plan Act.
Contact Professional Investors Life & Annuity, LLC by email or by calling us directly at 860-678-7806 x203 to set up a meeting to learn more.
Ed and Kara take the time to get to know their clients personally, so they can tailor their financial advice to the needs and goals of each family. They are always extremely responsive and timely when following up on emails or from meetings. We would highly recommend them to anyone who is looking to plan financially for the future. -B&J S., Massachusetts
Professional Investors Life and Annuity, have played a very important part in my, and my late husband's life for over forty years. I have been able to feel financially secure since my husband passed away over sixteen years ago. The handling of my funds by PILA, has been smooth, and trouble free. All transactions are explained to me in detail, and the final decision is mine to make. Neither my late husband or I, have had anything negative to say about this company. They are open, and willing to answer any, and all questions I may have.It's good to have someone to trust in these trying times. I plan to continue using this company forever! - MB, Florida
Ed and Kara were referred to me by a dear friend whom I trust with my life. It was no surprise to me that this father daughter duo was incredible, knowledgeable and fun to work with. On big life decisions, my father adds his two cents so on all our Zoom meetings it was the four of us. It was actually really fun getting to know them and learning about Mutual Trust and the services they provide. Ed and Kara were always quick to answer our questions through email or if a longer response was needed, through Zoom meetings. Initially, I was denied the insurance for an odd reason but Ed and Kara did not take no for an answer. They continued to advocate for me until finally I was able to get it! BIG DAY FOR ME! I thoroughly enjoyed the process of working with them to get whole life insurance and I trust them both! Thank you again for all your hard work!
-CG, New Jersey