Agent #825731 · Mon – Fri 8:00 AM – 5:00 PM MST
What We Offer
Benefits & Financial Services
Built Around You.
From voluntary employee benefits that cost the employer nothing, to retirement planning and financial advisory — we bring it all under one roof.
The AnchorPoint Advantage
Fortune 100 Benefits — At No Cost to You as the Business Owner
Employee Benefits
Voluntary Benefits for Your Team
These are employer-sponsored, employee-funded benefits — meaning your team gets access to Fortune 100-level coverage and you pay nothing out of pocket. We handle enrollment, education, and ongoing support.
Short-Term Disability
Replaces a portion of income when an employee is unable to work due to illness or injury — protecting their paycheck and your team's stability.
Critical Illness Insurance
Pays a lump-sum benefit upon diagnosis of a covered condition like cancer, heart attack, or stroke — giving employees financial breathing room when they need it most.
Cancer Policies
Dedicated coverage for cancer diagnosis, treatment, and recovery costs that major medical often leaves behind.
Accident Insurance
Covers out-of-pocket costs from unexpected accidents — emergency care, hospitalization, follow-up treatment, and more.
Life Insurance
Group and individual term and whole life options to help employees protect the people who depend on them.
Dental & Vision
Affordable group dental and vision plans that round out a complete benefits package and improve employee satisfaction.
Colonial Life Authorized Agent · Agent #825731
As an authorized Colonial Life partner, we offer one of the most trusted voluntary benefits portfolios in the country — backed by a carrier with over 80 years of experience.
Financial Planning
Retirement & Financial Advisory
Beyond benefits, we help business owners and individuals build long-term financial security — retirement accounts, life insurance strategies, and business protection planning all in one place.
Retirement Planning
SEP-IRAs, SIMPLE IRAs, 401(k) options, and personal retirement strategies tailored to business owners and individuals building long-term wealth.
Individual Financial Planning
Comprehensive financial planning that looks at your full picture — income, goals, protection gaps, and retirement timeline — and builds a clear path forward.
Business Advisory
Key-person insurance, buy-sell agreements, executive benefit strategies, and business continuity planning for owners who want to protect what they've built.
Life Insurance Planning
Personal life insurance analysis and placement — term, whole, and universal life options matched to your coverage needs and budget.
Who We Serve
Built for Business Owners & Individuals
Whether you're protecting a team of five or planning your own retirement, we have a solution that fits.
Business Owners
Attract and retain great employees with a competitive benefits package — without adding to your payroll costs. We handle everything from plan selection to enrollment.
- Voluntary benefits at zero employer cost
- Group health, dental & vision options
- Retirement plan setup & management
- Key-person & business continuity coverage
Individuals & Families
You don't need to work for a big company to get great coverage. We help individuals and families access the same quality of protection — on their terms and budget.
- Individual & family health insurance
- Life insurance planning
- Critical illness & disability coverage
- Retirement & financial planning
Common Questions
Frequently Asked Questions
Ready to Get Started?
Let's Build the Right Plan for You
A free, no-pressure consultation is all it takes. We'll walk through your options, answer every question, and put together a plan that actually fits.
Agent #825731 · Mon–Fri 8:00 AM–5:00 PM MST · [email protected]