Insurance
Contracted with
- Symmetry Financial Group
- Americo Financial Life
- Foresters Financial
Physically vibrant, financially invincible.
Mary Blake is a licensed life insurance professional contracted with Symmetry Financial Group, Americo Financial Life, and Foresters Financial. She specializes in Indexed Universal Life and mortgage protection, engineering the financial safety net that keeps a health crisis from turning into a financial one.
Mary's own wake-up call came when a family crisis forced her to drain her retirement just to survive. It was heavily penalized and heavily taxed, and it taught her how little most of us actually understand our own financial protection. A specialized life-insurance policy later gave her the liquidity to protect her mortgage, clear debt, and fund her businesses. That is why she got licensed: financial exposure is a health condition, and it is treatable. Buy only the protection you need so it stays affordable, then let the living benefits work for you while you are still here.
This is one of the two pillars that hold the Ecosystem of Health up. You cannot be truly well if you are physically healthy but financially exposed. See how the four pillars connect
Four kinds of protection
Mary specializes in the first two. Buy only what you need, keep it affordable, and let the benefits work for you.
Indexed Universal Life (IUL)
Mary's specialty. Uncapped, tax-deferred growth with tax-free loans you can draw on for equipment, expansion, an emergency, or retirement income, without touching your retirement accounts.
Mortgage Protection
Coverage sized to the mortgage so the house stays with the family. The single most common gap she finds in an otherwise healthy plan.
Term Life
The most cost-efficient way to secure a specific amount of protection for a defined period, usually 10 to 30 years.
Permanent & Whole Life
Lifelong coverage that also builds cash value you can borrow against, withdraw, or use to pay future premiums.
Protection that works while you're here
Coverage sized to the life you're building.
Request a consultation and we’ll size life coverage, an IUL, or mortgage protection to what you and your family actually need. No more, no less.