Broker Check

Insurance Planning

GROUP INSURANCE- Health, Life and AD&D, Short & Long Term Disability, Dental, Vision
All of our group insurance services are coordinated through Lisa Jolles and Kelly Benefit Strategies.    For questions regarding these benefits reach out to Lisa at

Life insurance can be looked at as a parachute or roof over your head. It is an integral part of your overall planning and should be carefully researched before deciding on the most appropriate type of coverage to meet your needs.

Your most valuable asset is your ability to earn an income.  Disability insurance is paycheck protection.  We can research and design you personalized disability strategy to protect you, your family and your assets.

Many people think that "long-term care" only refers to an insurance policy.  While insurance may be part of your strategy, it can include everything from long-term services, family support and financial considerations.  This can include where you will live and how you will navigate the myriad of legal, family, and social dynamics along the way.

  • Someone turning age 65 today has almost a 70% chance of needing some type of long-term care and support in their remaining years
  • On average, women need care longer 3.7 years for women vs.  2.2 years for men. 
  • One-third of today's 65 year-olds may never need long-term care support, but 20 percent will need it for longer than 5 years
    ** Based on 2020 U.S. Department of Health and Human Services ( in new window).

There are several types of annuity products.  Whether you are looking for income options, legacy planning tools or spousal protection.  Jolles Financial can tailor a plan to meet your specific goals. 

The loss of a key employee can have a devastating effect on a small business. We can provide life and disability insurance strategies that will protect your company. We work closely with Attorney’s, CPA’s and other professionals to help you develop a sound strategy for protecting Key Executives and Owners.