Objective Insights, Thoughtful Stewardship
A Life Insurance Consultancy
When it comes to life insurance services, our vision at Petra Life is to provide clarifying insight, objective advice, and thoughtful stewardship. We understand that, for many of our clients, life insurance can be a challenging and confusing process. We help cut through the confusion with concise support, understandable action plans, and a focus on finding the best solution for your unique needs with expert consultancy services.
We offer the option of advice for a fee rather than commissioned product sales to provide objectivity in determining the amount and type of life insurance needed to fulfill our client's goals. We also can handle product placement if desired. We work for you - in the way you prefer.
Petra Life provides a wide range of different consultancy services, for both individual and business situations involving life insurance, disability insurance, long term care and annuities. Here are the services we could offer to you:
Sorting through old policies or considering new coverage can be daunting - we provide clarity.
We work with businesses to provide practical insight to help maximize new and existing insurance accounts.
Legacy planning often includes support for charitable objectives. We also help local charities in their use of life insurance to help magnify giving capacity.
How We Can Help You!
Life insurance can often be confusing and even indecipherable. At Petra Life, we believe in making life insurance simple. We help you by ensuring you have the insight, information, and guidance necessary to make the right decisions. Whether you’re considering life insurance, disability insurance, long-term care insurance, or annuity, we pass our expertise on to you to help make those difficult decisions easier.
We can work on an hourly basis like other professional advisors to help avoid sales pressure for you and to allow us to be totally objective in our analysis and recommendations.
With over 50 years of experience in all aspects of the life insurance industry, Petra Life is well placed to help decipher and translate the complexities of life insurance.
Often overlooked as a critical part of a solid financial plan, we can help sort through the policy options to find cost-effective benefits.
Long Term Care Insurance
The greatest expense risk in retirement is probably healthcare - and medicare does not pay for most extended care services. Long-term care planning is essential to a complete financial plan.
Annuities can help reduce longevity risk in retirement planning but care must be exercised in selecting cost-effective products.
Founder & CEO
As the founder and president, Steve Briggs has over 50 years of experience in life insurance sales and the financial service industry. Steve utilizes his experience to help individuals, businesses, and charities thoughtfully handle their valuable insurance assets.
At Petra Life, we pride ourselves on going above and beyond to provide insightful, practical, and transparent consultancy to our clients. Here’s what our past clients have to say about the work we do.