We make it our business to work with clients to obtain the life insurance policy they need. However, through our existing partnerships* we also offer you the opportunity to obtain a Term Life policy on your own through our website. By clicking the link below, you can get quotes on a policy that fits your needs from a sampling of the insurers we work with. You can then choose the policy you like best. From that point we will call to confirm your basic information for the application and guide you through the rest of the process - including administrative tasks and arranging any medical testing that may be required.

Insurance Services

No financial plan can be considered complete without addressing your insurance needs.  As such, Surface Financial offers insurance coverage from a number of well respected providers. There are many benefits to be had through a number of different types of life insurance, but we have narrowed our offerings to Term, Whole Life and Final Expense coverage because they are straightforward, easy to understand policies that are a positive force in the financial plan of nearly everyone.  In addition, we can help you with Disability Income, Dental, Vision, Long Term Care expenses, and supplemental policies (cancer, critical illness, accident, etc) that help combat issues arrising from higher deductibles in your health insurance.

Click here for information on our new Dental Coverage!

Here are just a few of the companies we are partnered with:

  • Protective
  • Assurity
  • Ameritas
  • Aflac
  • John Hanock
  • Transamerica
  • MetLife
  • Mutual of Omaha
  • Pacific Life
  • Principle Financial Group

 Please note: Insurance products are only available to residents of the State of Wisconsin.

Click Here! For online quotes and more information on term life insurance.
If you would like more information on the differences between the types of life coverage, see our article  Click Here!!
*We have partnered with an independent third party whose software powers the quotes provided, and their Insurance Division service group handles the administrative tasks required beyond the time an application is submitted. 

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