OUR SERVICES
At Take Care of Business, our goal is to provide you with peace of mind by making insurance and retirement planning simple and understandable.
We offer access to the most competitive products available, and we work with you—no pressure, no rush—to help you make the best decisions for your future.
Whether it's Medicare, life insurance, or retirement income, we’re here to guide you every step of the way, ensuring you have the information and support you need to feel confident in your choices.
Personalized Medicare Health Solutions
We offer personalized Medicare health solutions tailored to your budget and healthcare needs. We take the time to plug in your prescription drugs to minimize costs and ensure you're on the most cost-effective plan. We’ll double-check doctor networks to make sure your providers are covered and review potential cost savings or discount programs that can help reduce out-of-pocket expenses. Our goal is to help you avoid unexpected costs and catastrophic events, so you can feel confident that your coverage is working for you—today and in the future.
Life insurance is a versatile tool that can help you achieve a variety of financial goals. Whether it’s accumulating cash value for tax-free retirement income, covering your mortgage to protect your family, or leaving a legacy for your loved ones, life insurance offers solutions tailored to your needs. There are many ways life insurance can be utilized—providing financial security, supplementing retirement savings, or even offering peace of mind knowing your loved ones are protected. We’ll work with you to find the right plan that aligns with your goals and ensures your future is secure.
Life Insurance: Protecting What Matters, Achieving What’s Next
Customized Retirement Strategies
Many Americans worry about outliving their retirement savings, and it’s a valid concern. In fact, studies show that nearly 50% of retirees fear they won’t have enough money to last throughout their retirement. Annuities offer a solution by providing guaranteed returns and lifetime income, ensuring you’ll have a steady stream of income no matter how long you live.
Additionally, annuities can protect against market downturns, limiting exposure to risk while allowing your savings to grow. We also help you plan for potential long-term care events, so you can focus on enjoying your retirement without the fear of financial uncertainty
Client Feedback
I was able to get everyone in my family a million dollar policy AND decrease our monthly payments by almost $200 a month. Thanks TCB!
Maria V.
Sugarland, TX
I moved from Chapel Hill and Novant was out of Network. Shawn and Pratt helped me find a Medicare plan that my new doctors accepted and it even had a monthly food allowance!
Johnny P.
Wilmington, NC
