Thomas Potts

I have been in the Insurance business for 21 years. I work with Life Insurance, Mortgage Protection, Business Insurance, including Business Succession and Continuation Planning. I can assist with Buy Sell agreements, Key Person Policies, Highly Compensated Employees and Second to Die policies. Additionally, I assist with regular business insurance needs for employees, like group health, disability, and Term Life Insurance needs. I work with Medicaid as well as Medicare planning. I can work with Final Expense planning as well as Guaranteed Issue Life Insurance. I help with retirement issues to prevent families from running out of money in retirement. I offer Annuity Planning for all types of income planning needs. I offer 401K, 403B/F, 412i, Roth IRA and Distribution needs at Required Minimum Distribution (RMD’s).