01
Protection
Help Cover the Bills.
Life Insurance
If you died, could your family keep up with the mortgage and other bills? We help you compare Life Insurance based on who relies on your income and what you can afford.
Request a CallVeteran-Led Team of Financial Professionals
Protection • Retirement • Legacy
Help Protect Your Family.
Prepare for Retirement.
Leave a Legacy.
We help you compare Life Insurance, Annuities, and Estate Planning options, including Wills and Trusts. Tell us what you need and what you can afford. We’ll walk through the options with you.
Veteran-Led TeamMultiple A-Rated Financial Companies
Talk with Our Team
Tell Us What You Need Help With.
Need Life Insurance, looking at retirement, or getting your Estate Planning in order? Choose a service and leave your contact information. Our team will follow up.
Insurance inquiries are handled by a professional licensed in your state.
Our Services
Coverage, Retirement Income, Wills and Trusts.
Here’s what we can help with. You can ask about one service or more than one.
02
Retirement
Plan Ahead for Your Retirement Income.
Annuities & Retirement Income
How much income will you need when you stop working? We help you compare Annuities, including their costs, restrictions, and income options, alongside the retirement resources you already have.
Request a Call
03
Legacy
Put Your Final Wishes in Writing.
Final Expense & Estate Planning
Final Expense coverage can help with funeral costs and other expenses. Estate Planning, including Wills and Trusts, helps you record your wishes for what you leave behind.
Request a Call
Protection • Retirement • Legacy
Veteran-Led Team of Financial ProfessionalsVeteran-Led. Built to Serve.
We Served Our Country. Now We Serve Families.
Ascend Agency is led by military veterans. We work with individuals and families on Life Insurance, Retirement Income, and Estate Planning.
Serving you means explaining what a product costs, what it covers, and where it falls short. You should understand what you’re considering before you decide.
Costs ExplainedCoverage ComparedQuestions AnsweredYour Decision
Request a Call What to Expect
How We Work Together
01
Tell Us About Your Current Situation
Tell us who depends on you, what coverage you have, and what you want help with.
02
Compare Costs and Coverage
We’ll explain the relevant options, including costs, benefits, and limitations.
03
Ask Us Your Questions
Ask about anything that isn’t clear. Bring an existing policy or Annuity if you want help understanding it.
04
Decide Whether to Proceed
You decide whether to apply for coverage or use an Estate Planning service. We’ll explain the steps involved.
What Happens After I Request a Call?
A member of our team will contact you to discuss what you’re looking for and connect you with a professional licensed in your state.
Can You Help with Wills and Trusts?
Yes. We offer Estate Planning, including Wills and Trusts, as part of Legacy Planning.
What Should I Have Ready for Our Conversation?
If you have an existing policy or Annuity, have it nearby. It also helps to know your monthly budget and who depends on your income.
Do You Work with More Than One Company?
Yes. We work with multiple financial companies. The companies and products available depend on your state and the professional’s licenses and carrier appointments.
Your Next Step
Have Questions About Coverage or Retirement?
Leave your contact information and tell us what you need help with. Our team will contact you about your request.