Services
Personal Insurance
No matter what stage of life you and your family members are in, MAT Health & Financial Solutions provides a variety of financial and insurance products to fit every need.
Children & Adolescents
MAT Health & Financial Solutions uses life insurance vehicles to fund your child’s future.
Trusts and College Funding
MAT Health & Financial Solutions uses life insurance vehicles to fund your child’s future. There are tax benefits that will benefit you as the parent, as well as your child, when it comes time to use the funds for college or other major life purchases. Your child's future will be off to a debt free start.
Accumulation Phase
Depending on your goals, we will find a life insurance product that meets your needs.
20 – 65 Years of Age
Life Insurance
We will explore a range of products to meet your needs, including term insurance, permanent life insurance options, long term care and final expense options.
Insured Retirement Plans
Also known as Index Universal Life insurance, MAT Health & Financial Solutions specializes in creating a plan with the highest cash accumulation goals in mind. Index Universal Life may be the perfect asset class and should be considered as an alternative to other retirement vehicles.
Real Estate Investing
Cash accumulation life insurance strategies have various advantages for real estate investing. Using an Index Universal Life insurance policy, your cash value is liquid, grows tax free forever, and has other loan advantages that pair well for the savvy real estate investor.
Key Person Life Insurance
Every business owner should plan for the unexpected. If a business owner or partner passes away unexpectedly and the business is left without integral expertise, leadership, and funding, what is your backup plan? Life insurance provides the needed protection and funding while you or your replacement pick up the pieces to preserve your legacy.
Retirement Planning
We review your current portfolio to be strategic about the next phase of your life.
50+ Years of Age
Insured Retirement Plans
MAT Health & Financial Solutions takes the time to review your current portfolio to be strategic about the next phase of your life. When it comes time to retire, qualified plans like 401ks pose a large tax liability. Our tax mitigation experts will help reposition your assets to reduce that tax burden. MAT Health & Financial Solutions specializes in creating strategies with the highest cash accumulation goals in mind for your work optional days.
Real Estate Investing
Cash accumulation life insurance strategies have various advantages for real estate investing. Using an Index Universal Life insurance policy, your cash value is liquid, grows tax free forever, and has other loan advantages that pair well for the savvy real estate investor.
Annuities
MAT Health & Financial Services provides annuities as a retirement option. Annuities are a low risk option that provide a fixed income so you can feel secure throughout your retirement years.
Long Term Care
Long-term care insurance covers medical services in and out of the home for anyone that cannot perform at least two functions of daily living or are chronically or are terminally ill.
Business Insurance
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Benefits For Individuals
MAT Health & Financial Solutions offers a full suite of benefits for individuals.
How We Help:
MAT Health & Financial Solutions offers a full suite of benefits including health, dental, vision, short & long-term disability, life insurance, and retirement planning.
Not only do we offer a full suite of benefits but MAT Health & Financial Solutions offers supplemental benefits to provide additional coverage for cancer, accidents, heart attack/stroke, hospitalizations and ICU stays.
Benefits For Employers
MAT Health & Financial Solutions offers a full suite of benefits for small to large employers.
How We Help:
MAT Health & Financial Solutions offers a full suite of benefits for small to large employer groups. Benefit packages can include health, dental, vision, short & long-term disability, life insurance, 401k, health savings & flex savings accounts.
We also include supplemental benefits to provide additional coverage for cancer, accidents, heart attack/stroke, hospitalizations and ICU stays. There is no one size fits all. MAT Health & Financial Solutions will customize a proposal based on the needs of you and your employees.
Insured Retirement Plans
Also known as Index Universal Life insurance, MAT Health & Financial Solutions specializes in creating a plan with the highest cash accumulation goals in mind. Index Universal Life may be the perfect asset class and should be considered as an alternative to other retirement vehicles.
Key Person Life Insurance
Every business owner should plan for the unexpected. If a business owner or key person passes away unexpectedly and the business is left without integral expertise, leadership, and funding, what is your backup plan? Life insurance provides the needed protection and funding while you or your replacement pick up the pieces to preserve your legacy.
Testimonials
Conrad
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Donovan
Position, Company name
Angelia
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