—— Insurance & Annuities

Why insurance coverage is important.

Efficient planning lets you recognize and prepare for risk across every facet of your financial journey. Through strategic coverage, you can mitigate the unforeseeable — helping ensure greater security and peace of mind.

Life Insurance & Annuity Department

At Laake Financial, our dedicated Insurance & Annuities department collaborates with some of the nation's leading insurance companies. Just like our wealth management services, we prioritize a personalized approach.

Our experienced staff carefully assesses your unique circumstances to explore all available products, tailoring recommendations to suit your needs — and we offer thorough reviews of existing policies to ensure they still align with your intentions.

Bring your current policies to your financial professional for evaluation. We'll seamlessly integrate them into your overall portfolio and plan, ensuring comprehensive coverage and peace of mind.

—— No one-size-fits-all

How much — and what type — of insurance do I need?

Insurance needs vary based on a number of factors. It's always best to have a true dialogue with a financial professional to weigh the cost and benefits of any option.

Term Life

Whole Life

Universal Life

Variable Life

Disability

Guaranteed Issue

Annuities

Laake Financial can help you define your goals and see whether an annuity will help you meet them. Through our department's relationships with some of the country's largest carriers, your professional can present a comprehensive list of solutions.

—— What we can do for you

Peace of mind, before the

need is felt.

Peace of mind, before the need is felt.

Rather than viewing insurance as an "expense," most people experience it as peace of

mind. That's the essence of our service.

Rather than viewing insurance as an "expense," most people experience it as peace of mind. That's the essence of our service.

  • Comprehensive review. We review existing policies to ensure they still fit — and if you don't have one, we advise on which policy makes the best sense for you and your family.

  • Death-event security. If others depend on you — a spouse, minor children, aging parents — we advise on the life insurance policies that best meet your needs.

  • Retirement income through annuities. Sometimes the simplest path to guaranteed retirement income is an annuity. We help make sense of the terms, pay-out options, and conditions.

  • Critical illness protection. Illness has a way of sneaking up on the fittest among us. We help you decide whether to insure against critical illness, and on what terms.

  • Disability & long-term care. Accidents and debilitating illness can leave you financially stressed. We help you insure against the unexpected turn of events.

  • Funding children's education. Insuring a child's life can make long-term sense — a few hundred dollars a month now could become a windfall by college age. We'll do the math with you.

  • Estate & succession planning. Structured correctly, insurance is a powerful estate planning tool — shielding beneficiaries from taxes, or aiding business succession.

Let's find the right coverage for your family.

Personalized, paperless financial guidance for individuals, families, retirees, and business owners across Texas.

CA Insurance License
Serving clients virtually & in Texas

Connect

936·520·7287

No cost. No obligation.

Free consultation.

Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Laake Financial Advisors is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.

Laake Financial Advisors may conduct life insurance and securities business in Texas and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, Laake Financial Advisors, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Investing involves risk which includes potential loss of principal. The use of asset allocation or diversification does not assure a profit or guarantee against a loss. Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency. Access OneAmerica Securities Form CRS.

INSURANCE AND INVESTMENT PRODUCTS: NOT A DEPOSIT. NOT FDIC/NCUA INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY ANY BANK OR CREDIT UNION. MAY LOSE VALUE.