Wealth Preservation Associates
407 593 2243

Providing Health Insurance, Life Insurance and Annuities for the St. Cloud, Kissimmee, Osceola, Orlando and Central Florida areas.

Support Local Business
Osceola Business Partners


Call today for a
no-obligation,
free consultation
407-593-2243

Junior Estate Builder...$15,000 Children's Life policy for $35 per year!! Contact Joe at 407 593 2243 for more details

Get A Quote!For your Life
We provide a multitude of Life Insurance services geared at helping our clients protect those who depend on them for income, for support, and for family continuity. As independent insurance representatives we will find the right solution for our clients. Whether it is an economical Term policy to cover a home mortgage or a business loan, or a Universal Life Policy to provide funds in the event of an untimely death in the family, or an Indexed Life Policy meant to both protect the beneficiaries in the event of that unexpected death, and provide significant cash values to be used during the life of the policy owner.

Maximize Your Retirement Nest Egg
Video Series
Annuity Overview Module 1
Annuity Income Rider Module 2
Annuity Income Rider Module 3
Annuity Client Profile Module 4

 


For your Health
Health Insurance is often viewed as an optional insurance plan. When in reality it should be viewed as just as important as any other insurance coverage you have. In fact when you think about it the odds of a major medical calamity impacting a person's life are much greater than the automobile being stolen or the house burning down, and we would not think of going without that coverage. Lack of sufficient Health Insurance is the number one reason for personal bankruptcy in the United States.

 

 

For Retirement Income
We provide a safe haven for secure retirement income. In fact we provide the only vehicle where your money will grow and provide competitive returns without risk (Indexing), you will have access to your money (Liquidity), Tax Advantages (Deferred), Transfer of Wealth (Probate Avoidance).

 

Single Premium Indexed Annuities (SPIA) offers all of this and more.


 

Member of St. Cloud Greater Osceola Chamber of Commerce An Independent Agent
This means that instead of working with only one plan with one insurance carrier, Wealth Preservation Associates work with most all major plans including: Humana, HumanaOne, United Healthcare, Cigna, Lincoln Financial Services, Genworth, North American Life Insurance and Western Reserve


Wealth Preservation Associates is available to assist you with any of the following:
Obamacare, Obama Care, Affordable Care Act, Health Insurance Plans in Florida, Metal Health Plans, Insurance Providers Florida, Cheap Health Insurance, Obamacare Tax Credits, Obamacare Tax Penalties, Open Enrollment, Marketplace Plans, Florida Health Insurance Marketplace, Health Insurance Exchange, Major Medical Plans, Catastrophic Plans, Co Insurance, CoPays, Deductibles, Out of Pocket Maximums, Minimum Essential Coverage, Supplemental Health Insurance, Critical Illness Coverage, Accident Plan Coverage, Short Term Medical Plans



Wave of Wellness includes Personal Training, Yoga, Outdoor Trainoing, Paddleboarding, Bala Tula, Surf Lessons, Pilates, Thai Yoga Bodywork, Specialty Aquatics, Cardio Race Training, Cardio Kickboxing, Community & Resorts
Better Health & Wellness Through Personal Training, Yoga, Outdoor Training, Paddleboarding, Bala Tula, Surf Lessons,
Pilates, Thai Yoga Bodywork, Specialty Aquatics, Cardio Race Training, Cardio Kickboxing, Community & Resorts


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