You Can’t Avoid Risk. But You Can Manage It.

Reaching your financial goals is as much about protecting your assets as it is about managing them. At Echelon, we recommend a balanced and customized approach to asset and risk management. Insurance and annuities can be valuable investment instruments as part of your portfolio.

Life Insurance

A life insurance policy can help you plan for your family’s financial needs and offer features that can help you meet other goals, including education, retirement, tax savings and estate planning.


An annuity can be a powerful tool for investing and saving for retirement. Plus, the contract’s tax deferral gives you the freedom to control when you pay taxes on your earnings

Long Term Care Insurance

A secure financial future typically includes protecting your retirement income, assets and your independence in the event of an extended care need. Long term care insurance provides benefits to offset out of pocket expenses in the event of an extended care need.

Disability Income Insurance

Protect yourself, your family and your lifestyle by insuring your income in the event of long-term illness or injury. Disability income insurance provides the resources you need when you’re unable to work.

We offer a full range of high-quality insurance and annuity products through third-party insurance carriers and our affiliates. And because Echelon is not tied to one insurance carrier, we’re able to find the best solution for you. We’ve also earned positive ratings from independent rating agencies — a fact that can give you the added confidence of working with a strong, reliable company.

Echelon can help you identify areas where you may benefit from coverage and recommend products that fit your needs. Whatever life sends your way, you’ll feel better knowing you and your loved ones are protected.

Contact us for a free insurance and annuity review >