Protecting Your Family and Retirement
Personalized Wellness Coaching for a Balanced Life
I believe in building personal connections and understanding each client's unique needs.
My approach centers on providing personalized gudance that helps you achieve financial security and peace of mind. Weather it's planning for retirement, protecting your legacy, or preparing for the unexpected. I'm here to help you and your family make informed decisions that align with your future goals.
Vivian Velez
Insurance Sales Representative
Your future starts with today's decision.
Let us help you prepare.
Compare prices among the nation’s most trusted insurers.
Life Insurance
Having your own life insurance policy helps to provide continued coverage for your loved ones in the event of your death even if you change your employer.
Final Expense
Final expense insurance is a form of life insurance policy designed to cover your final expenses, such as funeral, burial, and remaining debts.
Mortgage Protection
Mortgage protection solutions provide peace of mind and flexibility to customize your own policy.
Long Term Care
Long-term care insurance is a type of insurance policy designed to cover the cost of care when you can no longer perform everyday activities on your own due to aging, illness, or disability.
Retirement
Retirement planning is a multistep process that evolves over time.
Getting Covered in 3 Easy Steps!
I believe getting the right protection should be straightforward and stress-free.
Here’s how our process works:
Step 1
Tell Us Your Needs
Share your goals in just a few minutes.
Fill out our simple, online application.
Let us know what you're interested in protecting.
This is not a commitment—it’s just the first conversation.
Step 2
Personalized Consultation
We'll call you to find your perfect fit.
I will reach out for a quick chat.
We'll discuss your needs to confirm the best options for you and your budget.
This is your time to ask questions, NO pressure, just great advice.
Step 3
Your Policy is Issued
Get started and enjoy true peace of mind.
I’ll guide you through the final details and paperwork.
Once approved, your coverage begins.
You can relax, knowing you’ve made a smart choice for your future.
Ready to plan for your
family’s future?
Book a meeting with me below to discover your options.
Request a Call Back
TESTIMONIALS
What Client Our Says About Me
After meeting Vivian through my brother, she compassionately introduced me to a solution for in-home care upon learning of my physical challenges. The plan offers flexible coverage, providing profound peace of mind that support is available for both long and short-term needs, and I am deeply grateful for her knowledgeable and thoughtful guidance.
Jacque Reynolds
Client
Vivian guided both my sister and me through important financial products that gave us lasting peace of mind. She showed me how to protect my savings so I could live off the interest instead of depleting my principal, which has brought me long-term stability. For my sister, Vivian recommended a plan that would provide funds for in-home care if she ever needs it. Thanks to Vivian’s expertise, we both feel secure and supported for whatever the future may bring."
Randy Pollock
Client
Guaranteed Lifetime Income
Ensure a steady stream of income for life with Fixed Indexed Annuities, providing financial stability and peace of mind in retirement. ...more
Retirement Plan ,Retirement Liability Protection Policy Coverage &Insurance
September 01, 2025•0 min read
Penalty-Free Withdrawals
Access your funds when you need them with penalty-free withdrawals, subject to specific terms and conditions, providing flexibility for your financial needs. ...more
Retirement Plan ,Retirement Liability Protection Policy Coverage &Insurance
September 01, 2025•0 min read
Upside Potential with No Downside Market Risk
Benefit from market gains without the fear of losses. Fixed Indexed Annuities offer the potential for growth linked to market performance, all while protecting your principal from market downturns. ...more
Retirement Plan ,Retirement Liability Protection Policy Coverage &Insurance
September 01, 2025•0 min read
No Annual Management Fees
Enjoy the peace of mind with Fixed Indexed Annuities, which typically do not require annual management fees, allowing more of your money to grow over time. ...more
Retirement Plan ,Retirement Liability Protection Policy Coverage &Insurance
September 01, 2025•0 min read
Insurance for Your Nest Egg: Protect Your Savings from Market Crashes
Protect your hard-earned savings with the security of a Fixed Indexed Annuity, ensuring your principal is safeguarded from market volatility. ...more
Retirement Plan ,Retirement
August 20, 2025•1 min read
Tax-Deferred Growth for Your Nest Egg
Fixed Indexed Annuities allow your investments to grow without immediate tax implications, maximizing your savings potential until withdrawal. ...more
Retirement
August 15, 2025•1 min read
Your future starts with today's decision.
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