Charlotte Life & Annuity
Your Future Deserves a Plan
Local solutions for protection, income, and growth.
Who We Serve
Families
Businesses
Businesses
We help families build a secure financial future—whether you're protecting your loved ones with life insurance, planning for college, or building long-term wealth through tax-advantaged strategies. From young parents to retirees, we guide you through every life stage with clarity and confidence, ensuring your plan reflects your goals, values, and legacy.
Businesses
Businesses
Businesses
We help employers turn their companies into vehicles for long-term financial success. Whether you're looking to protect your business from the loss of a key employee or reduce your tax bill while rewarding yourself and your team, we’ll be with you every step of the way. We will design solutions that create tax advantages, protect your business, and align your personal and professional financial goals.
What We're Thinking
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