Trask Advisory Group
Making insurance a part of everyday life
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Medicare Enrollment
Pre Need Burial Insurance
ACA Marketplace Insurance
Life Insurance
Located in the Texas Hill Country we are your trusted partner in Insurance, our professional team of advisors understands the unique needs of our community.
Whether you’re securing your family’s future or planning for retirement, we’re here to guide you every step of the way.
Get your free quote today!
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Protect your loved ones
At a very basic level, life insurance can function as a form of income replacement. Whether or not you’re your family's main source of income, you likely help cover the cost of rent, mortgage, groceries, utilities, child care, and other household necessities.
One of the top benefits of life insurance is the life assurance that comes with it.
There’s an inherent comfort in knowing that your finances are handled.
We are with you through every phase of life:
Life Insurance Products
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Life Insurance can be used for
Young Adults & New Families
Pay for College Tuition
Life insurance can help cover tuition costs. A permanent policy builds cash value, which families can access for education expenses, often tax-free and without affecting FAFSA calculations.
Mortgage Protection Insurance
Ensure your family’s financial security with mortgage protection insurance. In the event of an unexpected loss, this coverage guarantees your mortgage is paid, protecting your loved ones from financial strain or the risk of losing their home. It's peace of mind, knowing your family can stay in the home you've worked to provide.
Life Insurance can be used for
Midlife & Growing Families
Protect Your Business
Help protect your business When your business is your lifeblood, you need to have safeguards in place to protect it. Business owners and entrepreneurs can look to life insurance to fund business succession plans.
Juvenile Life Insurance
This helps to build a strong financial foundation for your child and is typically permanent life insurance, which means your child will have coverage for life and the policy can build cash value. Money can be used for college or trade school, a first car, paying debt, a downpayment on their first home, and more.
Life Insurance can be used for
Estate & Legacy Planning
Charitable Planning
Designating a charity as your life insurance beneficiary lets you leave a significant, lasting gift. Your death benefit far exceeds the premiums, ensuring the causes you care about are supported after you're gone.
Save for Retirement
Permanent life insurance builds cash value that can be a source of tax-free supplemental retirement income, providing flexibility alongside your other savings like IRAs or qualified plans.
Life Insurance can be used for
Retirement & Savings
Preneed Final Wishes Planning
By pre-planning, you eliminate the need for your family to make difficult decisions during a grieving period, allowing them to focus on remembering you instead of logistical details.
Help Cover End-of-Life Expenses
Final expenses, such as funeral costs and medical bills, can reach $8,000 to $10,000. A final expense insurance policy ensures your family won't be burdened by these unexpected costs, providing peace of mind during difficult times.
What our amazing customers say about us
"I never thought I'd be relieved about planning my own funeral, but when I decided on a pre-need policy. It's a load off my mind knowing that everything's sorted and paid for. My kids won't have to deal with the stress or costs. They made it super easy and kinda pleasant. If you want to do right by your family, give 'em a call. Best decision I've made in years!"
-Bobby, 69.: Preneed Policy
"I was overwhelmed by all the changes to Medicare and didn’t know where to start. The team made the entire Medicare enrollment process simple and stress-free.
-Terri, 67.: Medicare Enrollment
"I felt so supported throughout the entire process. Initially, I hesitated because I thought it would be too costly. But Lisa helped me secure a plan that protects my family's future, and I was pleasantly surprised by how affordable it was!"
-Linda, 53: IUL (Indexed Universal Life) Insurance policy
"Thanks to their commitment to excellence, I finally have the peace of mind I’ve been searching for. I used to think life insurance was unnecessary, but their mortgage protection plan has proven invaluable. It’s comforting to know my home is safe no matter what happens!"
-Jessie, 47: Mortgage Protection
I was freaking out about paying for my twins' college until I met Seantel. She explained the uses of a life insurance policy. to me. It's pretty cool - we get coverage plus a way to save for tuition that grows tax-free. They even threw in a twin discount! Now I'm actually excited about the boys' future instead of losing sleep over it. If you've got kids and college on your mind, seriously, check these guys out."
-Wanda, 39 : Whole Life Policy
We'd love to hear from you! Please take a moment to fill out this quick form so we can begin. There's no obligation, and you'll receive a quote.
Experienced Professionals – With decades of experience, we have the knowledge and expertise to help you make informed decisions.
Affordable and Flexible Plans – We help you find affordable policies with flexible options, ensuring you don’t pay for more than you need.
Simplified Process– Our team makes navigating the insurance process easy, guiding you every step of the way.
Peace of Mind – With our services, you can trust that your family’s future is secure, and your financial concerns are well-managed.
Continual Support*– We are here to assist you even after your policy is in place, with ongoing support and adjustments as your needs change.
Trask Insurance Solutions
Your Future Starts Now! Don’t wait to secure the peace of mind you deserve. Contact us today and let’s build a plan that protects you and your loved ones for years to come.
Our locations
222 Sidney Baker St S Ste 211
Kerrville, TX 78028
Tel: 830-351-8372
TraskAdvisors.com
Business Hours
Monday - Friday: 9 AM — 6PM
Saturday: 9 AM — 12 PM
Saturday appointments available
Appointment Only
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