Charlotte La
Charlotte La
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  • Who We Are
  • What We Offer
    • Indexed Account
    • Personal Pension Plan
    • Mortgage Assurance Plan
    • Burial Advantage Plan
    • Business Suite
  • More
    • Home
    • Who We Are
    • What We Offer
      • Indexed Account
      • Personal Pension Plan
      • Mortgage Assurance Plan
      • Burial Advantage Plan
      • Business Suite
  • Home
  • Who We Are
  • What We Offer
    • Indexed Account
    • Personal Pension Plan
    • Mortgage Assurance Plan
    • Burial Advantage Plan
    • Business Suite

Our Team

Brock Tuttle

My career started in 2022, when I focused on helping seniors with end-of-life planning. Since then, I’ve expanded my practice to serve families and businesses at all stages of life. 

Specializing in indexed products, I provide clients with strategies for long-term financial security and wealth accumulation. I’m passionate about serving cli

My career started in 2022, when I focused on helping seniors with end-of-life planning. Since then, I’ve expanded my practice to serve families and businesses at all stages of life. 

Specializing in indexed products, I provide clients with strategies for long-term financial security and wealth accumulation. I’m passionate about serving clients and empowering fellow professionals, and I’m committed to delivering personalized guidance and education in the financial space. 

As a former college athlete, I bring the same discipline, teamwork, and perseverance to my career, ensuring you receive the best possible service and support in securing the future.

Our Mission

Our Approach

Our Approach

Our mission is to help families and business owners build lasting financial security through education-driven strategies that protect, grow, and preserve what matters most. We are committed to simplifying complex decisions, reducing financial risk, and empowering our clients with solutions that align with their goals—not just today, but for generations to come. 

Our Approach

Our Approach

Our Approach

We believe financial protection should be simple, personalized, and built to last. That’s why our approach starts with understanding you—your goals, your risks, and your values. From there, we design clear, strategic solutions that protect what matters most, reduce unnecessary taxes, and give you more control over your financial future—all without pressure or confusion.

Our Carriers

Our Approach

Our Carriers

Aflac

American Amicable

Americo

Athene

Corebridge Financial

Ethos

F&G

Lafayette Life

Mutual of Omaha

National Life Group

North American

Transamerica

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