Who says financial products can’t be guaranteed and ingenious?

Meeting today’s challenges with tailored solutions from Mutual Companies that are committed to their insureds rather than being beholden to shareholders, is not only reassuring, but wise.

Photo of Amanda Carlson, insurance agent, seated on a rocky outcropping at the top of a mountain overlookiing the Blue Ridge Mountains, North Carolina, in the distance

Amanda is an Independent Insurance Broker contracted with a variety of insurance companies, including:

  • MassMutual

  • Lafayette

  • Assurity

  • Foresters

  • Americo

  • American Amicable

  • F&G

  • SBLI

  • Mutual of Omaha

  • & others

Amanda began selling insurance to North Carolina’s self-employed in 2000. That coverage has protected hundreds of clients over the years, and is now returning tens of thousands of dollars in premiums back to many of them through their Return of Premium riders.

Amanda has always put the best interests of her clients first, designing policies that protect them from losses while increasing their profits.

Amanda believes in utilizing insurance products to:

  • ensure ongoing financial autonomy

  • provide growth, control, liquidity and stability to client’s financial worlds

  • and build increasing financial clarity & options

Through tailored deployment of insurance that:

  • Pays you an income when your doctor says you can’t get out to work due to accident or sickness

  • Pays you $10,000 - $150,000 cash when diagnosed with a Critical Illness (cancer, heart attack, stroke, etc.)

  • Provides funds for your family, mortgage, and important goals, dreams, grieving, and lifestyle continuity in the face of the loss of loved ones

  • Provides the opportunity to self-finance major purchases over time, on your schedule

  • Offers a powerful road to freedom from debt within 9 years or less (including the mortgage)

  • Provides business continuity funds for the self-employed

  • Offers guaranteed (lifetime) income through Annuities

  • Provides Long Term Care funds, that transfer to beneficiaries if not used

  • Offers ways to safeguard funds outside the markets

  • Funds the buying and selling of one’s business over time

  • Diversifies your portfolio with guaranteed products

  • & more

Amanda enjoys meeting people where they are, and helping them reach where they want to be.

Working with a group of talented advanced market professionals, Amanda’s able to offer a wide breadth of solutions through dependable, guaranteed products, provided by billion dollar companies that have been around for over a century.

Let’s see how Insurance can be tailored to your dreams.

AREAS OF ASSISTANCE

  • Income Protection

  • Deductible Gap Coverage

  • Family & Lifestyle Continuity

  • Asset Positioning

  • Generational Wealth

  • Debt-Free Life

  • Infinite Banking

  • Business Needs

  • Retirement Strategies