Trusted Life Insurance Experts |

Preferred Financial Associates

Protect your future with life insurance from Preferred Financial Associates. Living benefits, tax-free retirement, and peace of mind—your legacy starts here.

About Preferred Financial Associates: At Preferred Financial Associates, we believe life insurance is more than a policy—it’s a plan for peace of mind. With decades of experience, we specialize in helping individuals, families, and business owners protect their income, build wealth, and retire tax-free. Our personalized approach puts your goals first—whether you’re looking for affordable term coverage, living benefits, or advanced wealth strategies using Indexed Universal Life (IUL) insurance.

Protect What Matters Most Your Family. Your Finances. Your Future.

Get expert guidance on life insurance, living benefits, and tax-free wealth strategies from Preferred Financial Associates.

Affordable pricing

Insurance is cheaper the younger you are. Health risks play a factor as well but we have wonderful underwriters that work with us to get you coverage.

Start Today

There is no better time than today to start! It is better to have coverage ten years too early than five seconds too late!!

We turn ideas into Protection

Life Insurance with Living Benefits Get access to your benefits while you're still alive. Protect against chronic, critical, and terminal illness while building a strong financial foundation.

Indexed Universal Life (IUL) Policies Build tax-free cash value while staying protected. IULs give you flexibility, growth potential, and lifetime financial control.

Whole & Term Life Insurance Affordable coverage that fits your current budget—while securing your family's future.

Tax-Free Retirement Planning Design a strategy that grows your wealth without market risk or tax penalties.

Business & Key Person Insurance Protect your company from financial loss by insuring your top talent and ownership partners.

Preferred Financial Associates is a trusted life insurance agency serving individuals, families, and business owners across Walton County and beyond. We specialize in policies with living benefits, Indexed Universal Life (IUL) for tax-free retirement, and customized term and whole life insurance. Whether you’re protecting loved ones, planning for the future, or securing your business legacy, our experienced team offers tailored solutions and compassionate service.

Email: [email protected]

Address Office: Monroe GA

Hours
Mon – Fri 8:00am – 5:00pm
Sat 8:00am - 2:00pm
Sunday – CLOSED