6115 Park South Drive
Suite 200
Charlotte, NC 28210



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Insurance & Annuities


We help protect your life, health and wealth.  Nothing is more important than the physical and financial well-being of the people you love, which is why we offer products to help protect them today, tomorrow and every day in the future.

Insurance can feel complicated.  Let us be your guide. For 159 years we’ve helped hard working families protect their futures, learning a thing or two along the way.  If you’re new to insurance, let’s start by getting you more information.

Our policy is to put you first.  We know what matters most: protecting your loved ones.  Every family is unique. Every life is unique. Your life insurance can help, wherever your future takes you and whatever you need to get there.  Life insurance will help protect your loved ones if you pass away, but life insurance can do so much more, like helping pay for expenses during your lifetime.

Contact your local agent to find out how we can be your Guardian.



The average American is living longer than ever before. That means even more time to enjoy your passions and be with your loved ones. We can help you learn strategies to build wealth to live out your dreams. Jackson’s products can protect* your retirement income and have the potential to accumulate wealth for you, throughout your lifetime.

You’ve got dreams to chase. When you’re ready to retire, that income should be ready for you. We’re focused on supporting you in the present, so that you can enjoy financial freedom for life.


We strive to be a source of hope and trust, offering a solid foundation for the financial future of our clients. In all that we do we focus on making a difference – not only with our products, but in our community, in the lives of our employees, and for the environment.

Helping you and your family realize your financial goals is our top priority. We design products that work for you throughout every state of your life. We’re reinvigorating life insurance by partnering with Vitality to reward policy holders for leading healthier lives, providing unique investment perspectives with our Manager of Managers model, and we’re finding new ways to put participants first on their way to retirement. Above all else, our goal is to put you, our customer, first.


Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $261 billion in assets under management as of September 30, 2019. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, Lincoln was recognized by Forbes as one of the Best Large Employers, Best Employers for Diversity, and Best Employers for Women. Lincoln also earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index.


Over the past 85 years, focusing on customers and valuing people have helped Nationwide become one of the largest insurance and financial services companies in the world.

Even though we have dozens of affiliated companies, people are our biggest resource – and our greatest asset in providing excellent customer service to our customers. That’s why our Supply Management Services group makes sure our agents and associates get the best quality products and services, at the best possible cost. It’s also why we have an Office of Customer Advocacy.

The value of an annuity: An annuity is a long-term, tax-deferred investment that is issued by an insurance company and purchased through a financial advisor. It is designed to create a customized plan for each investor’s unique needs while helping protect what matters most to them in retirement. Annuities can provide lifetime income and legacy planning.  An annuity can provide you the opportunity to create a living legacy by preserving funds for future generations in a tax-efficient manner. Finally, annuity can be used to protect and preserve assets for a surviving spouse through death benefits and/or living benefits to sustain their ongoing lifestyle. Contact your local licensed financial representative for more details.


You want to be confident in your financial future. Life is full of surprises and you want to be prepared for whatever lies ahead. How are you preparing for your journey?

You don’t want your family to ever have to worry about their financial future. Knowing they’re protected is what’s most important to you. How are you safeguarding their future?

Financial security means knowing you’ll always have a steady, stable income. You want the confidence to create a future that’s meaningful to you. How will you ensure that you can afford your future?


To help our customers achieve financial prosperity and peace of mind.

To distinguish Prudential as an admired multinational financial services leader, trusted partner, and provider of innovative solutions for growing and protecting wealth.

How we conduct our business is just as important as what we do. Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind. At all times, we strive to distinguish Prudential as an admired multinational financial services leader and trusted brand that is differentiated by top talent and innovative solutions for all stages of life.

SEI, Talcott Resolution, Allianz, Oppenheimer Invesco, Franklin Templeton, American Funds, MFS, Victory Funds, Voya, Mass Mutual, Fidelity, Clark Capital, City National Rochdale, One Digital, Asset Mark, John Hancock, Lincoln, Nationwide, Pacific Life, Park Avenue Securities, Prudential, Guardian, JP Morgan, Brinker Capital, and Jackson are not an affiliate or subsidiaries of PAS or Guardian. Trademarks are the property of their respective owners and are used with permission.