At Zion Wealth Insurance Solutions

We help you secure the right life insurance to protect your family, grow wealth, and build a secure financial future.

Fixed Index Annuity (FIAs)

Annuities are a powerful financial tool designed for retirement planning. They are contracts with an insurance company that allow you to invest a lump sum of money, which the insurer then uses to provide you with guaranteed income for a set period or for life. Depending on the type of annuity, the insurance company will calculate how much you can withdraw each year based on factors like your investment method, age, and time horizon.

The longer you live, the more you can receive, ensuring that you never outlive your income. Annuities offer a steady stream of income, providing financial security in retirement while also offering options for growth and protection from market volatility. They are ideal for anyone looking for guaranteed income in their later years, ensuring peace of mind and stability.

Life Insurance

our mission is to be the most trusted partner in helping you secure your financial future. We understand that life insurance is not just about policies; it’s about providing peace of mind and long-term security for you and your family.

We take the time to understand your unique needs and goals so we can design a plan that offers the right protection. Whether you need Affordable Term Life Insurance for affordable coverage, Indexed Universal Life (IUL) for lifelong protection with cash value growth, or a combination of both, we tailor solutions that align with your financial objectives.

Our goal is to help you safeguard your family from unexpected events, build wealth for retirement, and create tax-free income strategies. We are committed to building lasting relationships based on trust, transparency, and care.

Let us guide you in making the best decisions to secure your financial well-being and give you confidence for the future. Your security is our priority.

Living Benefits provide a guarantee that can be enjoyed before death, offering financial protection in the event of major illnesses such as stroke, cancer, heart disease, and more. With living benefits, you can:

✅ Maintain your income and prevent disruption to your normal work due to illness.
✅ Avoid financial distress for your family during a time of health crisis.
✅ Make a smart choice by securing your family’s future and well-being, even if you're faced with a major illness.

By including Living Benefits in your life insurance, you’re not only protecting your family after you’re gone, but also ensuring you have the support you need during tough times, making it a vital tool for comprehensive health and financial security.

Living Benefits

Tax-Free Retirement Income

Planning for retirement is essential, and life insurance can be a powerful tool to create a tax-free income stream for your future. With the right strategy, you can use Indexed Universal Life (IUL) insurance to build wealth and enjoy a secure retirement without worrying about taxes.

✅ Grow and access your money tax-free through properly structured life insurance.
✅ Create a steady, reliable income to support your retirement lifestyle.
✅ Plan ahead and secure your financial future with a smart, tax-efficient strategy.

With advance planning, you can ensure a comfortable retirement while maximizing the benefits of tax-free income.

Using life insurance to fund your child’s education is a smart and stable strategy that more families are adopting. Indexed Universal Life (IUL) allows you to grow and access funds tax-free, ensuring a flexible and secure way to save for future tuition costs.

✅ Start saving early to build a strong financial foundation for your child’s education.
✅ Enjoy tax-free withdrawals when used correctly for college expenses.
✅ Protect your savings from market downturns while growing your funds over time.

College Fund

Estate Planning

We offer estate planning services because financial security goes beyond just life insurance. A well-structured estate plan ensures that your assets are protected, your loved ones are cared for, and your legacy is preserved according to your wishes. Without proper planning, families can face unnecessary legal hurdles, excessive taxes, and financial uncertainty. By integrating estate planning with life insurance, we help our clients create a comprehensive financial strategy that secures their future, minimizes risks, and provides peace of mind.