Tellone Financial offers insurance solutions through Tellone Insurance Services.

Insurance is often overlooked by individuals, but certainly plays an important role in risk management, estate protection, tax planning, and asset preservation.  From choosing the best life insurance provider to evaluating current policies, we take the worry out of your insurance needs.  We offer policies and products from highly rated insurance providers across the spectrum of Life Insurance, Long-term Care Insurance, Disability insurance, and Annuities.

Our insurance team and associates will work to identify and implement the best strategies for our clients, including:

  • Analyzing and evaluating life insurance, disability insurance, and long-term care insurance needs
  • Reviewing and comparing annuity options
  • Existing policy review and analysis
  • Designing estate planning and/or buy-sell strategies using life insurance