About Choice Life and Annuity

I am dedicated to helping small businesses with effective insurance solutions ensuring transparency and simplicity in all our strategies and services.

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Schedule Quote

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Insurance Advisor

As an independent advisor, I specialize in term insurance, whole life insurance, and annuities to support your business and employee retention. I've been helping clients with their insurance needs since 2013. I work with business owners locally in Portland, Oregon as well as nationwide.

Client Feedback

Hear from our satisfied clients about our services and support.

Choice Life and Annuity made it simple. Her clarity with our options helped us tremendously!

Silas Adler

Gresham, Oregon

The executive bonus plan she set up was exactly what we needed. I highly recommend her approach!

Elizabeth Johnson

Tualatin, Oregon

★★★★★

Frequently Asked Questions

What services do you offer?

I provide term insurance, whole life insurance, and annuities tailored for small businesses and their employees.

How do you simplify insurance?

I focus on straightforward, transparent solutions that make understanding insurance easy for my clients and their needs.

What are executive bonus plans?

Executive bonus plans are designed to help businesses retain key employees by providing additional financial incentives through insurance products.

What is a buy-sell agreement?

A buy-sell agreement ensures business continuity by outlining how ownership will be transferred in the event of an owner's departure.

How can I schedule a call?

You can easily schedule a call by clicking on one of the Schedule Quote buttons which will take you to my calendar.

Do you work with all businesses?

I primarily focus on small to medium sized businesses, providing tailored insurance solutions to meet their unique needs and challenges.

Support

Helping small businesses with insurance and annuity solutions.

Contact

Join email list

info@choicelifeandannuity.com

503-822-7424