At New Money Financial Services, we are dedicated to helping you secure a stable and prosperous future. Our range of specialized services is designed to meet your unique financial needs and goals. Whether you're looking to leverage the benefits of Indexed Universal Life Insurance, protect your home with Mortgage Protection Insurance, or ensure a comfortable retirement with Fixed Indexed Annuities, we've got you covered. Explore our specialties below and discover how we can help you achieve financial peace of mind.

  • Explore the power of leveraging your youth with and IUL! Become your own bank and enjoy a tax free retirement! Learn more below.

  • Ensure your greatest asset is covered! Don't let years of saving go to the bank in the event of the worst! Set up your family for success!

    Learn more below!

  • Designed to alleviate the financial burden of end-of-life expenses, ensuring that your loved ones are not left with unexpected costs during a difficult time.

    Learn more below!

  • Protect your assets and set yourself up for a lifetime of income in retirement.

    Learn more below!

Indexed Universal Life Insurance (IUL)

Indexed Universal Life Insurance (IUL) combines the benefits of life insurance with the potential for market-linked growth. This unique financial product offers both a death benefit to protect your loved ones and the opportunity to build cash value over time. We work with more than twenty of the largest and most trusted carriers in the industry!

Why Choose IUL?

  • Tax Advantages: Enjoy tax-deferred growth on your cash value and tax-free loans and withdrawals.

  • Flexible Premiums: Adjust your premium payments to fit your budget and changing financial needs.

  • Market-Linked Growth: Benefit from potential market gains without the risk of direct market exposure.

Leveraging Youth for Maximum Growth

Starting an IUL policy at a young age provides significant advantages:

  • Lower Premiums: Take advantage of lower insurance costs when you're young and healthy.

  • Longer Time Horizon: Maximize the potential for indexed growth over a longer period.

  • Financial Security: Build a strong financial foundation early on, ensuring long-term security for you and your family.

Secure your future today with the power of Indexed Universal Life Insurance. Let's explore how IUL can benefit you and your loved ones.

Mortgage Protection Insurance

Mortgage Protection Insurance is designed to safeguard your home and family from financial hardship in the event of unexpected circumstances. This specialized insurance ensures that your mortgage is covered, providing peace of mind and financial security.

Why Choose Mortgage Protection Insurance?

  • Coverage for Life Events: Provides financial protection in case of death, disability, or critical illness.

  • Peace of Mind: Ensures your family can stay in their home without financial strain if something happens to you.

  • Simplified Application: Easy application process with quick approvals, so you can secure your home promptly.

Key Benefits

  • Financial Stability: Maintain your family’s lifestyle and home security even in challenging times.

  • Flexible Options: Choose from a range of coverage options to suit your specific mortgage and financial situation.

  • Affordable Protection: Cost-effective way to protect one of your most significant investments.

Protect your home and loved ones with Mortgage Protection Insurance. Let us help you find the right plan to ensure your family’s future stability and peace of mind.

Final Expense Coverage

Final Expense Coverage is designed to alleviate the financial burden of end-of-life expenses, ensuring that your loved ones are not left with unexpected costs during a difficult time. This coverage helps cover funeral costs, medical bills, and other final expenses, providing peace of mind and financial security for your family.

Why Choose Final Expense Coverage?

  • Ease of Mind: Ensure your family is not burdened with funeral and end-of-life expenses.

  • Simplified Process: Quick and straightforward application process, often without the need for a medical exam.

  • Guaranteed Acceptance: Many plans offer guaranteed acceptance for applicants within a certain age range.

Key Benefits

  • Affordable Premiums: Fixed premiums that fit within your budget, offering lifelong coverage.

  • Immediate Coverage: Some policies offer immediate coverage from the first day, ensuring quick protection.

  • Flexibility: Funds can be used for any end-of-life expenses, including funeral costs, medical bills, and outstanding debts.

Ensure that your family is financially protected during a challenging time with Final Expense Coverage. Let us help you find the right plan to provide peace of mind and security for your loved ones.

Fixed Indexed Annuities

Fixed Indexed Annuities (FIAs) offer a secure and reliable way to grow your savings while providing a guaranteed income stream for retirement. These annuities combine the safety of fixed annuities with the growth potential linked to a market index, offering both security and opportunity.

Why Choose Fixed Indexed Annuities?

  • Guaranteed Income: Ensure a steady income stream during retirement, providing financial stability and peace of mind.

  • Growth Potential: Benefit from market index-linked growth without the risk of direct stock market investment.

  • Tax-Deferred Growth: Grow your savings tax-deferred, allowing your investment to compound more efficiently over time.

Key Benefits

  • Principal Protection: Your initial investment is protected from market downturns, ensuring you won't lose your principal.

  • Lifetime Income Options: Choose from various payout options, including lifetime income guarantees, to suit your retirement needs.

  • Flexible Terms: Select from different term lengths and withdrawal options to match your financial goals and timeline.

Secure your financial future with the stability and growth potential of Fixed Indexed Annuities. Let us help you build a retirement plan that provides peace of mind and lasting security.