At Summit Life Team, we believe that every family deserves peace of mind when it comes to life insurance and their investments. The truth is that the U.S. market is underinsured and financially unprepared for people nearing retirement, leaving countless families vulnerable. We are committed to changing that.

Our team, with over a decade of experience, has proudly helped thousands of families across the nation protect their futures. From final expense, term, and whole life policies to Roth IRAs, 403b, S&P 500 Indexed Annuities, and Indexed Universal Life (IULs), we’ve guided individuals through the process of finding the best solutions for their unique needs. What makes us stand out? We have over 40+ partnerships with the top insurance companies in the country. This enables us to provide you with a comprehensive range of options at competitive prices, ensuring that you and your loved ones are adequately covered and that your specific needs are met.

We are driven by a deep passion for American values, the preservation of hard-earned wealth, and the protection of families. In particular, we recognize the diverse needs and concerns from Gen Z to Baby Boomers, and we have trusted advisors skilled in helping you become more educated and informed with all the options available that will meet your specific needs and goals. That’s why we work diligently to provide solutions that offer peace of mind, not just for today, but for your lifetime and generations to come.

Our mission is clear: to empower our clients and their families with the knowledge and tools they need to make the best decisions for their future. We’re here to help you secure what matters most because protecting you and your family is more than our job, it’s our purpose, and we absolutely love what we get to do each day!

 

Mission Statement:

Our mission is to help families achieve peace of mind by providing them with knowledge and accessible financial solutions, ensuring everyone has the opportunity to protect and preserve their wealth, safeguard their loved ones, and confidently plan for the future.

 

Vision Statement:

We envision a nation where every family can rest assured that their financial future is secure and their loved ones are protected and cared for, thanks to a trusted confidant who provides transparent guidance and education, comprehensive options, and unwavering support tailored to meet their specific needs.