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Insurance and Annuities


We have established relationships with a variety of Insurance and Annuity companies. These relationships help us to find the best product to meet the individual needs of our clients.


Insurance


Life Insurance

Term Life Insurance Permanent Life Insurance

Long-term care Insurance

This insurance helps provide for the cost of long term care beyond a specific period of time that is generally not covered by your health insurance, Medicare, or Medicaid. Helps protect the wealth you worked hard to accumulate and gives you more control over how and where you receive care should you need it.

Disability Income Insurance

If you are unable to continue working due to an injury or illness disability income insurance can provide you with the necessary income to help your family maintain the lifestyle you are accustomed to.

Health Insurance

Our relationships with multiple health insurance providers allow us to find our clients the coverage that meets their specific needs whether they’re  for an individual or group of people.

Annuities


Variable Annuities

Variable annuities allow individuals to invest in a variety of investment options that have the potential for growth in the market.  Some variable annuities have optional benefits that can help investors grow and protect their income such as:

Fixed Annuities

Fixed annuities offer choices with fixed returns.  This type of annuity is usually suited for someone looking for safety and predictability with lifetime income.

Income Annuities

Income annuities allow individuals to guarantee a lifetime income stream either immediately or for later on in life.  




RMR Wealth Management, LLC is a SEC-registered investment advisor.
Securities offered through Dinosaur Securities, LLC a member of FINRA, SIPC & NFA.