Our Services

At Serenity Life & Retirement, we offer a range of life insurance services designed to protect what matters most to you. Our goal is to provide peace of mind through personalized coverage solutions that fit your unique needs.

retirement

We provide cutting-edge retirement solutions that stand out in the country.

Our Fixed Index Annuity (FIA), established in 1759, transforms your money into wealth.

FIA with Life Insurance is the birthplace of millionaires.

infinite banking

Easy access to cash for various needs.

Tax-deferred growth and tax-free policy loans.

Cash value grows regardless of market fluctuations.

Self-directed borrowing, greater control over financing.

Living benefits

Living benefits are features in certain insurance policies providing financial assistance while alive up to $1.5 Million, including:

Critical Illness Coverage

Long-Term Care Coverage

Accelerated Death Benefit

Index Universal Life

This is a type of permanent life insurance that offers a death benefit along with a cash

value component. The cash value can grow over time based on the performance of

a stock market index, such

as the S&P 500.

complimentary financial plan

We are offering an analysis of your financial situation and goals at no charge.

It covers budgeting, saving, investing, retirement, insurance, tax strategies, and estate planning to help you make informed decisions and achieve financial security.

Life insurance options

Term 10 , 15, 20 , 25, 30, 35
Whole Life
Final Expense
Split Dollar
Business Life Insurance
Trust/Will Plans
Children Legacy Policy
Tax-Free Retirement Policy

Complimentary

Financial Plan

A financial plan would normally cost you $1,000 to $1,500.

We are offering an analysis of your financial situation and goals at no charge.

It covers budgeting, saving, investing, retirement, insurance, tax strategies, and estate planning to help you make informed decisions and achieve financial security.