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Financial Services Offered

There are a variety of financial services offered through Lezam, including help with retirement planning, IRA’s, a variety of insurance choices, annuities, plus social security and Medicare planning. Contact us today for a private consultation.


Retirement Income Planning
Asset Protection
Legacy Planning
Social Security Maximization


IRA/401K Rollovers
Roth IRA Conversion
IRA/Roth IRA Transfers
RMD Distribution Strategies


Long Term Care
Life Insurance
Living Benefits

Life Insurance

Life Insurance

Lezam is happy to offer a variety of life insurance products through our Financial Services Division. There are quite a few ways life insurance can benefit you, beyond the obvious payout of death benefits.

Benefits Include:
• Protection of assets from debtors
• Mortgage protection
• Estate planning/protection against inheritance taxes
• Providing funds for education
• Cash value accumulation for retirement funds
• Tax-deferred growth

Need more information?
Contact our Life Agent, Roy Snarr at

Life Insurance can be the basis of your retirement and family planning. Starting early is a fantastic idea.
Please contact us to learn more about life insurance benefits today.

Life Insurance Companies Available Through Lezam


Annuities are long-term investments, usually used for retirement, issued by an insurance company and designed to protect you from the risk of outliving your income. An annuity can grow tax-deferred and can then be converted into periodic payments that could last a lifetime, carrying you throughout your retirement without ever running dry. That can bring peace of mind! And a fixed annuity can actually prevent losses, regardless of market conditions.

Annuities are often a centerpiece in a strong retirement plan. Please contact us today to learn about the different types of annuities, how they grow, how they pay out, the advantages and disadvantages. Let’s see if annuities can help you to have a safer, fuller, happier retirement.

Disability Insurance

You are more likely to have a disability in your working lifetime than to die earlier in life. This can leave your family without an income, even if you have life insurance. Disability Insurance is often overlooked, but it can be the difference in keeping your lifestyle, your home and your family supported when facing a disability.

Contact us today to learn about the value of disability insurance, to get a quote, and to see if disability insurance should be a part of your portfolio.

Financial Services Companies Available Through Lezam

Call Us or Visit Us to Learn More