Services.

Our entire goal is to assure that you are afforded the options that will allow you to enjoy the greatest amount of coverage at the best possible rate!  By taking the time to understand YOUR situation, we become your ADVOCATE rather than an ADVISOR, presenting you with options based on your specific circumstances!

Life

Assurances that those who depend on you will be protected in your absence or in unforseen Life Events that affect your ability to support the obligations these events present

Health

Medicare - Supplements and Protections for the Healthcare you will require in the Golden Years.  We can assist you in navigating the many, sometimes confusing, options available

Wealth

We can help you preserve wealth by reducing the potential liabilities of accessing a lifetime of savings when the time comes and help you grow/protect those resources more efficiently

01 Our Business

We Craft Elegent Solutions with
Powerful Technology

We have the tools to serve you efficiently and access to many different options.  We will handle all your Financial needs with the best companies and the simplest process that is easy to understand and provide you with control over your needs

02 Our Mission

Our Customers
Come​ First

You won't have to do things yourself!  We will ALWAYS be available even after we meet your needs with the most trusted people in the business   Mission Statement:  Our heart beats for the clients that we serve both present and future.

03 Our Promise

We Promise You the Best

The BEST options, the BEST Customer Service and the BEST folks who are dedicated to assuring your continued happiness and the confidence that you have made the best choices for YOUR needs both PRESENT and FUTURE

04 Our Motto

We Promise You Honesty

Eggleton Financial
​Our #1 policy is honesty!

Insurance Products and Services
There are many types of insurance to choose from and the Eggleton Financial Team can assist you in making the best choice,
​even if it means staying where you are!

​Life insurance
What's included: a payout (that's guaranteed) when you pass away, and if it's permanent life insurance, more financial flexibility throughout your life, even in retirement.
Best for:  People who want to know that their loved ones will be financially secure, no matter what happens.

​Get more with a Whole Life insurance policy

​Premiums that NEVER increase
·         Once we set your premiums (based on things like the amount of coverage you'll need, your age, and health), what you pay every month (or annually) is what you'll always pay.
 Guaranteed payout
·         Along with giving you the confidence of knowing that there will be lifelong protection for your loved ones, they'll receive a death benefit when you're no longer here.
Flexible funds
·         Your policy builds cash value1 that can be used for anything. You also have a chance to earn dividends which you can take as cash, use it to pay premiums, and more.
Tax advantages
·         The death benefit (payout) of your policy is typically tax-free, and the cash value accumulates tax deferred.

​Term life insurance
This is the simplest way to get started with life insurance. Term life covers you for a set amount of time such as 10, 15, 20, or 30 years (depending on your age), and once that term ends so does your policy.  But if your needs change along the way you'll have an opportunity to switch to lifelong coverage.

Term life coverage that fits your life

​It's affordable
·         For less than $1 a day,1 you can have the right amount of term life coverage you'll need to make sure your loved ones are taken care of financially if you pass away.
 It’s YOURS
·         Having a policy with us means you're not tied to a workplace plan. You'll get the right amount you need (typically not enough through work) and it will be with you wherever your career takes you.
It's flexible
As life changes your term life policy can, too. You can convert some or all of it to a whole life policy that gives you lifelong coverage and builds cash value you can use for anything.