Momentum Life & wealth
Your Trusted Partners in
Financial Excellence
At Momentum, we help families build lasting security through life, health, and annuity plans designed around their goals. Partnered with 50+ A+ rated carriers, we deliver trusted protection, real options, and proven results
whether you’re safeguarding your family or growing with our team.
Trusted plans
50+ A Rated Carriers Nation Wide
Specialized Offers
Great past results for clients with expertise
With a proven track record of successful outcomes, we leverage our deep expertise to deliver the best financial structure for every client. Our experience speaks through our results, and we’re committed to achieving the same success for you.
24/7 Fast Support
Available whenever you need us, providing quick, reliable assistance day or night.
Trusted Company
A reputation built on integrity, experience, and a history of successful outcomes.
Flexible Plans
Tailored Financial strategies and payment options to fit your unique needs.
Experience matters
We will provide you with good services and rights
Life Insurance
We help you protect what matters most—your family and your future. From term to indexed universal life, we design coverage that provides security today and builds lasting wealth for tomorrow.
Health Insurance
Your health deserves reliable protection. We connect you with top-rated plans that fit your needs and budget, ensuring you and your family get the care you deserve without financial stress.
Annuities
We create retirement strategies that pay you for life. Our annuity solutions turn your savings into guaranteed income, helping you enjoy peace of mind and financial freedom in retirement.
Why These Matter?
Life, health, and annuity plans aren’t just financial products—they’re protection for the people you love most. Whether it’s paying off a mortgage, covering medical expenses, or leaving a legacy behind, these plans ensure your family is secure no matter what life brings. At Momentum, we make it simple to protect your future, grow your wealth, and find peace of mind knowing you’re fully prepared.
What We Do
Our Cases Portfolio
Mortgage Protection
Protect your home
Annuity Planning
Prepare for retirement
Health Care Parts A, B, C, D
Protect your Health
Strategic Health Planning
Education Law
Index Universal Life ( IUL )
Tax Free Gains
Family Protection
Full Coverage
Our Process
The Best Way We Solve the Hardest Problems.
Connect
A quick 10-minute discovery call to understand your needs.
Strategic Analysis
We build a personalized, tailored plan that fits your goals.
Cover
Simple online application. Fast approvals available.
Our Team
Our Senior Underwriters
Dillon Kenna
Life, Health, Annuities
Stefan Vasic
Life, Health, Annuties
Jonathan Avila
Life, Health, Consulting
Dedicated to providing expert legal counsel with integrity and commitment, we fight for your Financial Freedom and deliver personalized solutions for every case!
Quick Links
Our Services
Life Insurance
Health Insurance
Annuities
Financial Consulting
Availability
Online Forum
City Councel
In House Booking
24/7 Support