We are dedicated to assisting our clients plan for life's expected and unexpected expenses by using a little-known asset that provides guaranteed growth at no risk. We believe people should have a clear picture of their retirement plan and enjoy the peace of mind that comes with being in control of their own finances. Bill Popko Insurance Services does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Services
Bill Popko has had a long and varied career in the finance and insurance fields.
He has paid life and health insurance claims, managed the life and health underwriting division for a major life insurance company, and for many years, worked directly with hundreds of clients in the design of their personal plans of protection.
He is passionate about helping everyone he meets, from children to seniors, to learn more about financial and insurance issues.
CLU = Chartered Life Underwriter and is the life insurance equivalent of a CPA in accounting.
He has paid life and health insurance claims, managed the life and health underwriting division for a major life insurance company, and for many years, worked directly with hundreds of clients in the design of their personal plans of protection.
He is passionate about helping everyone he meets, from children to seniors, to learn more about financial and insurance issues.
CLU = Chartered Life Underwriter and is the life insurance equivalent of a CPA in accounting.
Our focus is to understand your goals and develop a plan to reach them.
We will meet with you to present an analysis and discuss our recommendations.
Together with you, we will create a plan to achieve your goals.
From here, we will schedule regular meetings with you to assess the progress of your plan and discuss any changes in your life that may affect your goals.
We are concerned that many people we encounter are unaware of financial challenges they might face later in life.
Under-accumulating for retirement and not being prepared for unexpected issues (such as long term care) can be devastating for singles, couples, and families.
We will meet with you to present an analysis and discuss our recommendations.
Together with you, we will create a plan to achieve your goals.
From here, we will schedule regular meetings with you to assess the progress of your plan and discuss any changes in your life that may affect your goals.
We are concerned that many people we encounter are unaware of financial challenges they might face later in life.
Under-accumulating for retirement and not being prepared for unexpected issues (such as long term care) can be devastating for singles, couples, and families.
We realize our products and services may not be for everyone at this time.
After learning about what we have to offer and an in-depth conversation with us, we want you to feel confident in making your decision whether or not to go forward with creating your plan with us.
Life insurance can play a vital role in your financial security plan.
In the event of death, life insurance offers surviving family members increased financial security.
As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased's dependents.
After learning about what we have to offer and an in-depth conversation with us, we want you to feel confident in making your decision whether or not to go forward with creating your plan with us.
Life insurance can play a vital role in your financial security plan.
In the event of death, life insurance offers surviving family members increased financial security.
As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased's dependents.
We believe that the more informed our clients are and the more we understand about our clients' goals, the stronger their plan will be.
B.O.Y. 101 - a workshop for plan owners to learn more about how to use their plans and to have discussions with other B.O.Y. plan owners.
Financial Roundtable - all are invited to this drop-in group for interesting discussions concerning varied financial topics.
From this point, we can schedule our initial meetings to learn more about your goals and needs.
Once your plan is in place, we ask that our clients meet with us regularly for a check-in conversation to review the plan and any changes that could affect the plan.
B.O.Y. 101 - a workshop for plan owners to learn more about how to use their plans and to have discussions with other B.O.Y. plan owners.
Financial Roundtable - all are invited to this drop-in group for interesting discussions concerning varied financial topics.
From this point, we can schedule our initial meetings to learn more about your goals and needs.
Once your plan is in place, we ask that our clients meet with us regularly for a check-in conversation to review the plan and any changes that could affect the plan.
Bank On Yourself is a time-tested financial strategy that lets you grow your money safely and predictably, even when stocks, real estate and other investments tumble.
The Bank On Yourself strategy uses a whole life insurance policy with some little-known features added to it that can help you build cash values very rapidly.
Yes, whole life insurance.
Bank On Yourself lets you safely grow and protect your hard-earned money, and have a secure retirement you can predict and count on.
Conventional wisdom says that you have to die to "win" with a life insurance policy, but the financial benefits with the kind of policy used for Bank On Yourself, allow you to use your benefits while you're alive!
The Bank On Yourself strategy uses a whole life insurance policy with some little-known features added to it that can help you build cash values very rapidly.
Yes, whole life insurance.
Bank On Yourself lets you safely grow and protect your hard-earned money, and have a secure retirement you can predict and count on.
Conventional wisdom says that you have to die to "win" with a life insurance policy, but the financial benefits with the kind of policy used for Bank On Yourself, allow you to use your benefits while you're alive!
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