Insurance

About Us

Unique Goals, Customized Solutions

Helping you and your family by establishing a safety net - Our services are designed to offer protection by establishing a safety net for the unexpected turns our lives sometimes take. Through our alliance with UVEST Financial Services we provide access to a broad range of insurance services and plans, addressing the concerns of all age groups through Medicare supplements and long-term care.

Strategic Investment Group can help you and your family avoid the financial misfortunes that often occur after an emergency. We will be there, no matter how big or small the crisis, to provide for the health and safety of you and your loved ones.

Insurance Products Offered:

  • Life
  • Whole Life Insurance
  • Term Life Insurance
  • Disability Insurance

Protection

  • Fixed Annuities
  • Mortgage Protection

Health

  • Health Care Insurance
  • Accident Insurance
  • Medicare

Securities and Insurance Products are offered by, and Consultants are registered with, UVEST Financial Services and its affiliates, Member: FINRA / SIPC . UVEST and Bank of Stanly are independent entities.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.