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Low-Cost Coverage With No Health Exams

Concerned about leaving behind a financial burden on your loved ones?

What does having great coverage mean to you? 

Your peace of mind is valuable, and so is knowing that you and your family are covered during life’s most difficult times. 

 

We work with the best top-rated companies in the nation that can guarantee the right policy for your needs.

WHO ARE WE
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companies we work with
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Unsure of which coverage works best for you? 

Figuring out which plan is right for you can get complicated without the help of a professional.

 

That’s why our skilled agents will help guide you through an easy and stress-free process to match you with the best plan that fits all of your needs. 

Book a FREE Consultation

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Just imagine how relieved you will feel knowing you're getting an affordable life insurance plan that will never expire or go up in price.

Have coverage, but concerned you’re overpaying? 

It’s time you stop overpaying for life insurance. 

 

At Montedoro Financial, we’ve helped countless individuals receive cash back on policies that were previously overpaid.

 

Let one of our professional agents evaluate your plan and find a better solution that keeps your costs down while maintaining optimal protection.

Our Mission

At Montedoro Financial, you’re receiving more than helpful assistance. It’s our job to help you achieve peace of mind. 

 

We’ve helped hundreds of individuals like you, find the most cost-effective programs, receive cash back on policies that were previously overpaid, even protect and grow retirement accounts. 

 

Our clients trust that our brokers will get them the best coverage and carefully listen to any concerns. 

 

And it’s our promise that your plan will be completely tailored to your individual needs while respecting your time and money. 

 

We truly care about providing you with top-of-the-line service. But don’t just take our word for it, hear what our clients are saying…

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Testimonials

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Annie P.

“ I had requested Cassie’s help when I realized I was overpaying on a policy for years. Cassie explained to me the different types of insurance and what I was eligible for at my age. She was able to get me back over $7000 and get me into a cheaper policy. I was able to pay off bills with the money I got back that I never would of without her help."  

“ I recently lost my mother and had no idea If she had life insurance or who the company was. Luckily, 2 years ago Cassie saved her number in my mothers phone. It was a blessing that I called Cassie and she was able to walk me through the claim to pay for my mothers entire funeral and pay off her home."

“ In the hard to understand life and accidental Ins. Cassie Kowalski is the best their is in getting the right Ins. For your needs she'll explain every detail in full to where you'll understand what you have and is always there if you have any questions so call Cassie Kowalski for your insurance needs."

Stephanie P.

Karen S.

Financial Plans

Worried about your 401k?

You worked hard for your money. Don’t put your well-earned assets at the fate of an uncertain market. 

 

When putting your assets into an annuity, you’re not only keeping your income safe, but guaranteeing a monthly stream of income. 

 

Don’t wait for the market to crash, speak with one of our professional agents today and get your finances protected…Before it’s too late. 

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OUR SERVICES

Our Services

Montedoro Financial offers a range of services to cater to each of our client's specific needs. No matter where you are in life we can assist you in finding the right plan.  

Whole Life

Guaranteed 
Universal Life

Term Life

Annuities / 

Retirement

When You Choose Us You Also Get…

A reliable plan that will never unexpectedly expire or increase in price.

Flexibility, with the option to meet in person, via zoom, or phone call.

A variety of services that range from life insurance to retirement plans. 

The ability to protect and grow retirement accounts.

A licensed broker assigned to your case for LIFE.

Frequently Asked Questions...

Do you require a health check-up? 
No. There are no health checkups necessary to get you coverage.

How can life insurance help protect my family? 
If your family is financially dependent on your income to survive, it is crucial to get insured so when an unfortunate tragedy does occur your family is protected.

What if I’m on a budget? Can I still afford coverage?
Yes, there are many affordable options for individuals and families on a budget that will still get you optimal protection.

Is it better to work with an agent online or in person?
We highly recommend that you meet with an agent in person, that way we’re able to be hands-on with you throughout the entire process, but of course, you can always choose online as well.

Does it cost anything to get started?
It’s free to get started! Simply book a free consultation with one of our professional agents that will happily walk you through pricing options before any commitment is made. 

Have Questions? Contact us

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