Services
The Schauls Agency helps you manage your financial future.
Insurance
Financial Planning
Insurance
We broker out our services to find the best products that meet our clients needs. Although we have access to hundreds of companies, we focus our business on a primary few that provide great benefits, outstanding customer service and are financially strong so you get the best coverage at reasonable rates. Areas we focus on are:
Life insurance
Disability insurance
Health insurance
Long Term Care (LTC)
Medicare supplements
Prescription Drug Plans (PDP)
Dental and Vision plans
Ameritas Dental plans
Ameritas
Delta Dental plans
Delta Dental MN
Delta Dental WI
Financial Planning
It is important to have someone on your side when you develop your financial plan. Derek is a Registered Representative that can help provide the guidance to achieve your goals. If you are looking at saving for college or saving for retirement, having the right plan in place will help guide you to achieving your financial success. Here are some of the ways we can help you:
College saving plans
- 529 plans
- Coverdell ESA
UGMA/UTMA guardianship accounts for minors
Annuities
- Fixed annuities
- Indexed annuities
- Variable annuities
Retirement Planning
- 401K
- ROTH IRA
- Traditional IRA
- Simplified Employee Plan (SEP)
- SIMPLE retirement plan