Introducing WTPhelan's Life Insurance Department

WTPhelan offers a variety of Life Insurance options.  We are committed to providing superior service in a professional, informative, and friendly manner.  We will conduct a thorough review of your situation to ensure you are getting the best value. 

Please watch the video below to meet David Ramsey, WTPhelan Vice President, as he introduces our Life Insurance Department. 

Video Transcript:

David Ramsey, Vice President of W. T. Phelan.

I specialize in estate planning, specifically using life insurance

It can be clients who are affluent who are trying to protect themselves against the eventual estate taxes due, or it can be a young couple who are expecting their first child.

We are going to sit down, and we’re going to really understand exactly who you are, exactly what your family needs are. 

When you even say the word life insurance, sometimes people recoil and take a step back.  I like to just walk you through it at an easy pace and educate them so when they walk out of the office they know they can make a knowledgeable and educated decision. 

We take a great deal of pride in that we are a family operated company and it really goes back to my father and Mr. Phelan.  The key that they transferred to us is just treat people the way you’d like to be treated.

It is our job to be their advocate and to make their case for them, and in most cases, we prevail.

We enjoy meeting our clients, we enjoy doing right by our clients.