Life is full of possibilities—your insurance should be, too. I design flexible life-insurance solutions that safeguard what matters most so you can focus on living every moment with confidence.
Protect Tomorrow, Live Today
I’m Andrea Puglia, a Senior Financial Professional dedicated to helping individuals and families protect what matters most. My mission is simple: to provide thoughtful, strategic financial guidance that creates security, stability, and long-term peace of mind.
I specialize in helping clients build protection plans tailored to their unique goals — whether that’s safeguarding their family’s future, preparing for retirement, or creating a legacy. I believe financial planning isn’t just about numbers; it’s about people, relationships, and making sure the ones you love are always taken care of.
Every client’s situation is different, and I take pride in offering personalized solutions with clarity, honesty, and integrity. When you work with me, you’re not just getting a financial advisor — you’re gaining a long-term partner committed to your financial well-being.
My Services
Strategic protection. Long-term security. Personalized planning.
01
Life Insurance
Financial protection for the people you love most. Life insurance helps replace income, pay off debts, cover living expenses, and ensure your family can maintain their lifestyle if something unexpected happens. It’s the foundation of a strong financial plan and provides true peace of mind.
Best For: Individuals and families who want to protect income and create long-term financial security.
04
Final Expense
A simple, affordable policy designed to cover funeral costs, medical bills, and end-of-life expenses — protecting loved ones from financial stress during an already difficult time.
Best For: Seniors or individuals who want straightforward coverage to handle final expenses.
07
Infinite Banking
02
Indexed Universal Life (IUL)
A flexible, permanent life insurance policy that provides lifelong coverage while offering the potential to build cash value based on market index performance — with protection from market losses. IUL can support wealth-building and retirement income strategies.
Best For: High earners, business owners, and individuals seeking tax-advantaged growth with lifelong protection.
05
Whole Life
Permanent coverage with guaranteed premiums, guaranteed death benefits, and steady cash value growth. Whole life offers stability, predictability, and long-term financial strength.
Best For: Individuals who value guarantees and want to build cash value while maintaining lifelong protection.
A wealth-building strategy that uses specially structured whole life insurance to create a personal financing system. Build cash value, access it for opportunities or investments, and maintain control of your capital while it continues to grow.
Best For: Entrepreneurs, investors, and high-income earners who want greater financial control and long-term wealth strategies.
03
Annuities
Designed to create predictable, reliable income — especially during retirement. Annuities provide tax-deferred growth and the ability to generate income you can’t outlive, helping reduce uncertainty in retirement planning.
Best For: Pre-retirees and retirees who want guaranteed income and protection from market volatility.
06
Term Life
Affordable protection for a specific period — typically 10, 20, or 30 years. Ideal for covering temporary financial responsibilities like a mortgage, income replacement, or raising children.
Best For: Young families, homeowners, and income earners during peak financial responsibility years.
MORE SERVICES TO COME SOON!
