Alternative Legacy Planning
Family Life Insurance

 

If you love someone more than you love yourself

there's always a need for Life Insurance

My Blog

About Us

image4

Protecting Futures

 Since 1987, we have helped create programs and portfolios to meet long-term and short term financial goals. Have questions about Life Insurance, Alternative Investment programs, taxes, retirement planning? One of our credentialed professionals would be glad to help. 

image5

Assessing Need

Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.


image6

A Proven Approach...We keep things simple:

 

  • "What Are Your” needs regarding Life Insurance Planning and Alternative Investment Planning?      
  • Where are you today regarding “Your” short term and long-term goals? Once we hear from you, and we have a better understanding of your risk tolerance our team will outline diverse options for you to review. This sounds like a simple approach and it is, who knows you better than you?

Our Team

image7

Paul D. Bartlett AFBA Regional Director

  

Paul began his career in 1987. As a representative, a broker and manager for several large Life Insurance Companies. He has extensive knowledge regarding personal and business life insurance, disability insurance and Alternative Investments strategies. Currently a Regional Director for AFBA and owner of Alternative Legacy Planning.

              "Providing Service of Unequalled Excellence"

image8

Support Groups

  

Our front line is only as strong as the support group that stands beside us each and every day.

  • AFBA 5Star Life Insurance Company.
  • RACCUGLIA FINANCIAL BROKERAGE, Inc (David Raccuglia and his dedicated staff).
  • Contracted agents and agencies.
  • Kimberly O'Connor Office Manger...without the support of Kim, our day simply doesn't start.
  • All First Responders and their Families.  
  • Equally as important is all of our clients.  Thank you for your confidence in us as a team and our process. 

Find out more
image9

First and foremost, we represent Armed Forces Benefit Association... AFBA/5STAR LIFE

AFBA  was established in February 1947 with the approval of the Secretary of  War, Mr. Robert Patterson. The Chief of Staff, General of the Army  Eisenhower also approved the establishment of this non-profit voluntary  membership Association "to promote the general welfare and economic  interests of its members and their families by providing superior  benefits and services principally to military families during peace and  war."

Membership in AFBA today is available to all:

  • Members of the Uniformed Military Services.
  • First Responders and their families including Police Officers, Firefighters and other emergency service personnel.
  • State  and Local Employees including Department of Defense, Department of  Homeland Security and other Federal Government employees.
  • Contractor Employees in support of the Uniformed Military Services.

Today,  America has troops deployed in harm’s way, and more to be deployed in  the near future. AFBA continues to keep our rolls open to provide  valuable and needed life insurance.

We recognize that the same  need exists with our emergency services personnel here at home. AFBA is  proud to lock arms with all Emergency Service Agencies, to offer our  group life insurance that has no war or terrorism exclusions and no area  or job restrictions.

We thank our services  personnel and all first responders for your dedication and willingness  to serve our nation. We look forward to serving you.

               We insure heroes, and everyone is someone's hero…