Edward Jones - Financial Advisor: Rick Lundy

Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our 1.1 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. Bankers Life is part of CNO Financial Group, Inc., whose companies provide life and health insurance, annuities, financial services and workforce benefits solutions.

Carolina Investment Solutions, located in North Myrtle Beach, SC, specializes in providing individuals with retirement planning, fixed investments, life insurance, and annuities. Their mission is to help clients achieve their unique retirement goals by offering guaranteed lifetime income and personalized financial strategies. With a focus on financial education and proactive planning, Carolina Investment Solutions aims to help clients understand the opportunities and potential rewards in insurance, investing, retirement, estate planning, and wealth preservation. Their team of skilled professionals is dedicated to assisting individuals in reaching their financial goals and navigating the complexities of personal finance.Generated from the website

SpecialtiesSurf Financial Solutions helps people create financial security for themselves and their families. We help you make sure you have enough money for retirement, college expenses, as well as taking care of your family if you die to soon or become sick or hurt and cannot work. Call to make an appointment.