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, the U.S. market is underinsured and unprepared financially as people near 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, annunities, 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 nearly 40 partnerships with the top insurance companies in the country. This allows us to offer you a broad range of options at competitive prices, ensuring that you and your loved ones are covered no matter what.
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 provide families peace of mind 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 protected and cared for because a trusted confidant helped provide transparent guidance and education, comprehensive options, and unwavering support to meet their specific needs.