Life & Financial

Looking Beyond Insurance

Instead of looking at just insurance we look at the whole picture to make sure you and your family are taken care of to sail smoothly through life’s changes. Our professionals tailor each solution to meet the specific needs of each unique customer to manage their asset protection and income security.

Whole Life Insurance Policies

Whole Life Insurance

Gives you level premiums, strong guarantees, and valuable protection. It can also build cash value, which you can access through loans.

Financial Analysis

Financial Analysis

Montgomery Insurance can help you plan the where you stand financially, identify your financial goals, and create a strategy to reach those goals.

Property Insurance Coverage for Business and Home Owners

Retirement Planning

Retirement planning isn't just about figuring out the right amount of money to save — it’s also about finding the right place to save it.

Helping to Protect your kids/grandkids education

Education Planning

Montgomery Insurance can help design an investment strategy that specifically addresses the educational needs of your family.

Affordable Term Life Insurance

Term Life Insurance

Affordable coverage to meet your temporary needs. You'll receive a guaranteed death benefit for the term you choose, and your payments are guaranteed to remain level for the length of the term.

Disability Income Insurance

Disability Income Insurance

Disability Insurance is the industry name for a plan that provides for periodic payments of benefits when a disabled insured is unable to work. Montgomery Insurance can build a plan that protects you and your family.

Long Term Care Coverage

Long Term Care Insurance

A Montgomery Insurance long-term care  policy helps cover the costs of that care when you have a chronic medical condition, a disability or a disorder such as Alzheimer’s disease.

Key Person Life Insurance Policies

Key Person Life Insurance

Key person Insurance is a life insurance policy a company buys on the life of a top executive or other critical individual.

Buy and Sell Life Insurance Funding

Buy/Sell Life Insurance Funding

Get more cash for your policy. See if you can sell your policy today. Instant estimates. Find out if you can sell your life insurance in 60 seconds. No cost or obligation.

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Why Montgomery?

From the start of your relationship with a Montgomery agent, your insurance strategy is always monitored, always evaluated for efficiency and always subject to a cost-effective adjustment when needed.  It’s why our clients — our friends and neighbors in the Delaware Valley — have invested their trust and faith in us for more than 75 years.

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