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About Us

Billy Thompson is one of the nation’s top advisors and Financial Literacy trainers. Billy’s expertise allows his companies to foster innovative solutions for the financial industry’s day-to-day issues. Billy is a renowned innovator in our industry creating a strong relational marketing system that develops multigenerational leads providing solutions to an entire portfolio of products that cover Estate Planning, Last Will & Testament, Living Wills, Retirement Planning, Pre-Needs, Life Insurance, and Annuities. From our most inexpensive Term, jumbo permanent products or Annuities, our administrative staff, with over 115 years of combined insurance experience, is ready and able to help with all your insurance needs. Billy’s proven agency marketing strategies have taken his own sales force into 73 Senior Medical Centers, Churches, and Senior Housing Communities throughout Pennsylvania, North Carolina, Delaware and Maryland. Our approach to delivering comprehensive financial services always starts and ends with you, our clients. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. Licensed in Pennsylvania, New Jersey, Delaware, Maryland, North Carolina, Tennessee