IRA Rollovers & Life Insurance

If you are like most of my clients, your 401(K) funds are the #1 source of retirement funds besides social security. Frequently it is to your benefit to move those funds away from a former employers plan to a fund YOU control. That is called a 401(K) rollover. The Canopy Agency can help answer your questions to determine what is best for you and your family. So call The Canopy Agency when that job change happens!

Do you have multiple retirement accounts from former employers? The Canopy Agency can help you consolidate all your retirement funds into one IRA account to simplify your life.
Whether you need immediate income or want retirement income, call The Canopy Agency to review your options!

Life insurance can pay off a mortgage or pay for a college education in the event of an untimely death. Purchasing life insurance on your own means it is yours no matter who you work for or whether you are working. The Canopy Agency can help you find a plan that fits your budget and builds equity just like owning your home.

Call our office for more information


Pacific Life is our partner for IRAs and life insurance. They are rated A+ by AM Best for financial strength and are twice the size of my former life company.
Check out their ratings at:
and their products at: