Blue Lotus Financial Group
People - Passion - Purpose
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People - Passion - Purpose
We have years of experience helping clients prepare for the unknown while meeting their financial goals.
Ask us about:
As Independent Agents, we can access many different carriers so you can get the right products and services for you.
We have access to the nation's top-rated insurance carriers so we can meet the unique needs of every Client. We Specialize in Simplified Issue policies, which means no medical exam! We have access to policies that will fit your budget, regardless of health.
We meet with our clients virtually via zoom, over the phone or In their home so we can help them wherever they are.
We truly care about the lives of our clients and we work hard to provide the best services we can.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation.
Our agents will never recommend a policy if we don’t fully believe it will add value to you.
Our agents will treat you with the kindness, patience, and respect you deserve.
Our agents will strive to get you approved for a policy that fits your needs AND your budget.
Our carriers are all top A-rated carriers. This rating is given by A.M. Best. A+ ratings mean “Companies have demonstrated a superior ability to meet financial obligations in the eyes of AM Best.” (Forbes, 2022)
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