Phillip Helms

Managing Director
Mobile
256-738-0499
Office
407-370-2690
PHILLIP.HELMS@TRANSAMERICA.COM
Office
Social Media
https://www.linkedin.com/company/transamerica-agency-network-
https://www.facebook.com/TransamericaAgencyNetwork/

Bio #3

Family is at the heart of what I do. I help my clients use life insurance to help them prepare for a secure financial future for their families. It can help provide peace of mind that allows them to focus on what matters most. 
Areas of Experience
Annuities
Commercial insurance
Auto insurance
Disability insurance
Health insurance
Homeowners insurance
Insurance protection
Life insurance
Professional liability insurance
Property and casualty insurance
Retirement strategies
Certifications and Designations

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When to assess your life insurance needs

Life changes can offer exciting opportunities. To make sure your financial strategy still meets your financial goals, I suggest consulting with a life insurance agent to assess your plan on a regular basis. A good rule of thumb is either every two years or when you have one of the major life events listed below.  

engagement-move-in

Getting married

family-home

Buying a new home

baby-1

Having a baby

business-contract-handshake-sign

Starting a business

plant-smile

Enjoying your empty nest

Nearing retirement

A wealth of knowledge

Transamerica is dedicated to improving the financial well-being of everyone. As a life insurance agent, I want to ensure my clients have the information they need to make sound financial decisions. This includes providing guidance and educational materials that help them prepare for the future so they can live their best life. 

Top 9 features of life insurance

You may be surprised by some of the ways life insurance can help secure your financial future. It can help you save for college, pay off debt, save for retirement, and achieve other goals. 

read about the benefits

Understanding final expense life insurance

Final expense insurance can help make a difficult time for your family a little easier. It’s a form of whole life insurance designed to cover funeral and other end-of-life expenses.  

Final expense insurance