Nelson Financial Services is an insurance agency focused on the financial concerns of its clientele. With over 50 years of combined experience, we have developed our business by building safe and successful insurance solutions. Nelson Financial Services has been providing revolutionary benefit options to the stateline area since 1973. Husband and wife team, Mike and Julie Nelson take time to establish and maintain close, trusting relationships with each and every client.
Specializing in Life Insurance, Annuities, Disability Income, Critical Illness, Estate Planning, and Senior Products; Nelson Financial Services offers some of the industry-leading options available.
Specializing in Life Insurance, Annuities, Disability Income, Critical Illness, Estate Planning, and Senior Products; Nelson Financial Services offers some of the industry-leading options available.
Services
Michael (Mike) Nelson has been a licensed agent since age 18.
Through the years, he has gained a vast knowledge of the insurance industry and products.
While working as an agent in the field, Mike was a top producer and won many personal production sales rewards.
Julie Nelson has over 12 years in the insurance industry.
Her first full year in the insurance industry, Julie was awarded "Rookie of the Year" for Medicare Supplement sales.
Prior to entering the insurance industry she marketed health-related services to employers for 10 years and was a former Registered Nurse for 22 years.
Through the years, he has gained a vast knowledge of the insurance industry and products.
While working as an agent in the field, Mike was a top producer and won many personal production sales rewards.
Julie Nelson has over 12 years in the insurance industry.
Her first full year in the insurance industry, Julie was awarded "Rookie of the Year" for Medicare Supplement sales.
Prior to entering the insurance industry she marketed health-related services to employers for 10 years and was a former Registered Nurse for 22 years.
Life insurance is a valuable tool for preparing for all of life's unpredictable events.
As life tends to creep up on us, we never know and cannot predict when something is going to happen.
At Nelson Financial, we can help you plan for the phases in your life and secure your family's financial future.
Nelson Financial offers competitive Medicare supplements with multiple carriers.
We know that Medicare does not pay for all the costs of medical care or hospital visits.
Medicare supplement insurance allows you to keep your own doctor, specialist and hospital.
As life tends to creep up on us, we never know and cannot predict when something is going to happen.
At Nelson Financial, we can help you plan for the phases in your life and secure your family's financial future.
Nelson Financial offers competitive Medicare supplements with multiple carriers.
We know that Medicare does not pay for all the costs of medical care or hospital visits.
Medicare supplement insurance allows you to keep your own doctor, specialist and hospital.
Defined: A financial product sold by financial institutions that is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time.
Annuities are primarily used as a means of securing a steady cash flow for an individual during their retirement years.
Because you can name a beneficiary on an annuity, funds can bypass probate, saving time and costs of probate to your benefit.
This typically will allow a greater net amount to be passed on.
Annuities are primarily used as a means of securing a steady cash flow for an individual during their retirement years.
Because you can name a beneficiary on an annuity, funds can bypass probate, saving time and costs of probate to your benefit.
This typically will allow a greater net amount to be passed on.
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