About Us

Michele Piereder

Field Underwriter and Financial Advisor

WHY

My primary goal is to help you become confident in and comfortable with your financial plan. When you know your money is taken care of and your family’s risks are protected, life is just easier.

HOW

In business, I value a client’s trust above everything else. Once a client makes a decision to work with me, I work hard to deserve and maintain that trust.
Understanding that each family has different needs and goals, together we’ll ensure that all key aspects of your financial future are addressed. Priorities are set by you and your unique situation. My whole-picture-approach keeps life’s changes in view and creates peace of mind for you and your family.

A Note on Financial Regulation.

Formal regulation in the financial industry holds an essential function. I conduct business in a manner consistent with compliant and personalized financial service practices. The “T’s” are always crossed. The “i’s” are always dotted.

WHAT

Although I provide all types of life insurance and living benefits, as well as a broad range of investment types and products, there are two important areas of protection which may not come to mind right away.
  1. Securing protection for those who are considered “hard to insure” due to existing or previous health issues.

    Many who find themselves in this predicament believe they are completely uninsurable or that their rates would be unaffordable. I work with several companies which offer both guaranteed and non-medical coverage at very competitive rates.


  2. Helping you protect your family by providing for them if you are diagnosed with a critical illness…and survive!

    Nearly everyone understands the need for life insurance – to provide for family when you’re gone. But what about providing for your family if you are still with them, suffering from a critical illness, unable to work and needing treatment and recovery time? Surviving these types of illnesses happens often now, thankfully. But treatment and recovery are expensive and cripple the family cash-flow. A tax-free lump-sum benefit payment to be used as you see fit would certainly help the situation. This is Critical Illness Insurance.

WHO
I’ve raised 4 children, homeschooled for 15 years, owned and operated several businesses and learned that life has zigs and zags. Communication and life-long-learning have been important focuses for me in each ‘event’ life brought to my door, whether it was exciting, perplexing or heart-wrenching.
Pleasures and pass-times include taking classes and courses online, reading, camping/canoeing, walks and hikes, breathing deeply in the great outdoors and basking in family and friendships. I love learning about health and wellness, organizing shelves and closets, talking with my (now) adult children about pretty much anything, and spending time in my church community.