SEATTLE ROOTS. VIRTUAL CONNECTION. LICENSED IN 19 STATES.
GABY MOSESBusiness & Legacy Solutions
Our solutions

What would you like to protect or prepare for?

Start with your goal. We will talk through the options, costs and tradeoffs that matter to your situation.

Request a Consultation
Marquita with her children
01 / PROTECT & PREPARE

Life Insurance & Family Protection

Life insurance can help your loved ones manage expenses, replace income and keep their plans moving forward after a loss.

Learn more
02 / PROTECT & PREPARE

Final Expense Insurance

Explore coverage intended to help loved ones manage funeral costs and other final bills.

Learn more
03 / PROTECT & PREPARE

Children’s Life Insurance

Understand coverage for a child within your broader family protection plan.

Learn more
04 / PROTECT & PREPARE

Mortgage Protection

Life insurance may help your family cover mortgage payments or pay down a mortgage if a covered insured person dies. It is different from the mortgage insurance a lender may require.

Learn more
05 / PREPARE FOR RETIREMENT

Retirement Planning & Annuities

Prepare for retirement, explore income options and annuities, and review old 401(k)s and rollover choices.

Learn more
06 / PROTECT & PREPARE

Business Owner Protection

Explore life insurance needs connected to your family, business continuity and the people whose contribution keeps your business running.

Learn more
07 / PROTECT & PREPARE

Policy Reviews

A review helps you connect your current policies to today’s needs, rather than assuming an old policy or workplace benefit covers everything.

Learn more
08 / PROTECT & PREPARE

Legal Protection Resources

Get connected to a legal-protection referral resource for questions about access to legal help and planning documents.

Learn more

Bring your questions. Let’s make your next step clearer.

Share what you want to review. Marquita will follow up to arrange your conversation.

Request a Consultation