Looking to Build Partnerships.

We believe in partnering with others to help provide support and products to benefit our members. Through making connections with others or helping to train agents who are looking to make a difference. Learn how to partner with Wealth & Healthfulness.

Why We Are Passionate About What We Do.

“Never doubt that a small group of thoughtful committed citizens can change the world; indeed, it’s the only thing that ever has.”
– Margaret Mead.

We are constantly looking to improve, better and enrich the lives of those around us. Whether it is in the beginning stages of life, building a financial foundation, and putting the pieces together. Or working through the distribution phase and planning out the legacy you want to leave behind for your family. Or if you have had more than your share of curveballs thrown at you, to protect what you have and help improve your quality of life. We believe in serving not just one piece of your life but the whole – through fianancial services and helping people navigate benefits they may not be aware they have access to, in order to better their situations.

Serving Our clients through life events, retirement & Medicare plans.

Life & Retirement Planning.

Medicare Plan Options.

HealthCare Solutions.

Products to help with Medicare.

Medicare was designed with gaps in coverage. Your healthcare and needs evolve over time, review what is available to make sure that your gaps are covered. It looks like a complicated maze because of the 100s if not 1,000s of seemingly different products, but really they all fit into just a couple of categories.

Medicare Advantage with Prescription Drugs.

Medicare Advantage Special Needs.

These plans provide the same benefits as Medicare as well as additional benefits. They are all in one and include prescription drug coverage, dental, vision, hearing & over-the-counter benefits. They provide caps on your healthcare costs to reduce your liability and can provide coordinated care for your health.

These plans are designed for those who have both Medicare & Medicaid. They can coordinate care between these 2 very uncoordinated entities. This is typically a very underserved demographic. These plans commonly provide much needed additional benefits for healthy foods, transportation & help with utilities at no additional cost.

Medicare Advantage
Only.

These plans do not include prescription drug coverage but often include a Part B giveback, dental, vision hearing & over-the-counter benefits. They are designed to complement Veterans & Federal retirees’ existing coverage. They can also provide health care to those who don’t want drug coverage.

Medicare
Supplements.

Supplements literally supplement Original Medicare. They protect you from unpredictable out-of-pocket expenses. Since Original Medicare does not include drugs, dental, vision, or hearing, supplements also do not include them. It is important to look at prescription drug plans so you do not face penalties in the future.

Life Solutions.

Products to help with Life & Retirement Planning.

“Money grows on the tree of persistence.”
– Japanese proverb.

We believe everyone should plan for 3 things when it comes to life and finances. Dying too soon and having a plan in place so your family can continue to live and prosper. Getting very ill and having access to funds and not draining your hard earned assets. And living long into retirement and having a distribution solution involving tax planning to help reduce those costs.

Mortgage Protection Insurance.

For most families, the mortgage is the largest source of personal debt, a debt that can easily default if the primary earner dies. Mortgage protection is designed to pay the mortgage payments so the family doesn’t experience unnecessary struggle.

Final Expense
Insurance.

Sometimes called burial insurance, it is used to pay the final cost of putting your loved ones away. The cost of the average funeral continues to rise every year with inflation. This simple plan can make sure your family does not need to do a last minute go-fund me or scramble to raise funds.

Indexed Universal LIfe Insurance.

A permanent plan with a tax-free savings account attached to it. These plans are linked to stock market gains and at the same time have a floor so you contractually never lose money. You should have asset diversification and it is also important to have tax diversification as you build your wealth.

Indexed Annuities.

Annuities are simply accounts with an insurance company. These accounts allow you to participate in the market gains and never lose money. They provide peace of mind knowing that you can grow your money without any risk to the money. They can target growth, income for life, and help the funds grow to leave a larger legacy.

Meet The Team.

James Hill was going through Officer Candidate School (OCS) with the Marine Corps when he got injured and realized life had a different plan for him.

He began reading about leadership principles and residual income through authors like John Maxwell and Robert Kiyosaki. He has been in the insurance industry for over 15 years and has helped multiple agents build a life and legacy for themselves.

Jane Hill attended school at UC San Diego (UCSD) studying Political Science with an emphasis in International Relations & Economics. On her way to becoming a lawyer, she realized she had a growing passion to help others in financial literacy and helping them navigate many aspects of life that are not taught in school.

For over 15 years she has served countless families with life insurance, retirement planning and helping navigate Medicare and it’s benefits, as well as training others to do the same.

Our Carriers.

We partner with multiple companies to make sure that we have the resources and the ability to address your specific needs and concerns.

Partner with Us.

Have a conversation to see how we can build Wealth & Healthfulness.

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1024 Mebane Oaks Rd #1016
Mebane, NC 27302