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Products & Services

We provide a variety of insurance products and strategies to meet the needs of our clients.



Annuities offered through the world’s leading financial institutions are available through Tarkenton Financial. These financial instruments meet the needs of today’s growing population of all ages, and especially in the 50 plus age group by offering benefits to address a variety of needs, including nursing home care and post-retirement disability. This extensive provider list includes: Aviva, American Equity, Allianz Life, Athene, Forethought, North American, ING, F & G and others. A full complement of annuity types each appealing to seniors’ unique requirements is also provided through Tarkenton Financial. They include:

  • Fixed Indexed Annuities for those who would like to participate in the gains of the market without any principal risk.
  • High Liquidity Annuities when it’s flexibility you want.
  • Guaranteed Income for life.
  • Fixed Interest/CD Type Annuities for more conservative minded individuals.
  • Tax deferred growth from annuity planning while creating an income stream.

Life Insurance

Life insurance is often considered for protection of young families, but it can be just as important in assuring the transfer of wealth of future generations. Through our affiliation with Tarkenton Financial as well as other outlets we have access to a long list of major reputable life companies offering a range of life products that includes Single Premium, Second to Die, Indexed Universal Life, Term both Level and Annual Renewable as well as other products that are geared to the needs of affluent seniors as well as youth.

Long Term Care Insurance

With the average cost of nursing home care in excess of $50,000 per year, chances are you may be considering investing in long-term care insurance. We provide you with access to long-term care insurance policies through many of the industry’s leading providers.


One in four 20 year olds will become disabled prior to age 67. Let our Disability Insurance programs go to work for you when you can’t work. Disability Insurance helps protect your financial future. Americans today use insurance to protect their assets from homes to autos to jewelry. Many forget to protect their greatest asset — their ability to work and earn a living. Don’t let unforeseen illness or injury deprive your family of the lifestyle they are accustomed to.

Property and Casualty

We offer quotes at NO COST or OBLIGATION in comparing your current coverage on your home and autos. Check with us for competitively priced quotes that offer multi car – multi line discounts that are priced to meet your needs. We offer Low Down Payment and Low Monthly rates to fit your budget.

Medicare Supplements

With 8,000 to 10,000 Baby Boomers turning 65 each day for the next 18 - 20 years the demand for quality supplemental insurance to fill the gap left by Medicare is great. We represent most all major carriers in the senior market. Our agents stand ready to assist you in designing the coverage you need to cut your out of pocket to “Zero” or a bare minimum. See us today for a NO COST analysis of your needs.


It’s important to make sure you are properly protected in every area, especially when it comes to your retirement. We are here to answer your questions and provide you with the knowledge to make the best decisions for your financial future. Contact us any time for a no-obligation appointment to review your current policies.

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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