Meet with an Advisor

Meeting with an Advisor

Our Pre-Need Specialist, Paul Thomas will guide you through every step of the

preplanning process. Paul has a Life/Health insurance license with over 20 years of

serving families with Life Insurance and Medicare needs. He enjoys helping families

make sure their insurance needs are met along with making sure their final wishes are

honored.

Helping Families Plan with Confidence

As a Pre-Need Specialist, Paul has dedicated more than two decades to helping families plan ahead with confidence and peace of mind. His passion is educating families about their options, allowing them to make informed decisions before a time of need while ensuring their final wishes are documented and honored.


Working closely with elder law attorneys, Medicaid professionals, and funeral providers Paul has developed specialized knowledge in helping families protect assets through the proper use of Burial Space Item (BSI) Contracts and other preplanning strategies. His goal is to help families preserve what they've worked a lifetime to build while preparing for tomorrow's expenses today. 


-Through Paul’s partnership with Funeral Directors Life Insurance Company (FDLIC) and his commitment to continuing education, he stays current on industry regulations and Medicaid-related changes that affect families. When you work with Paul, you're not just purchasing a pre-need plan—you're gaining an experienced advocate dedicated to helping you protect your legacy, reduce future stress for your loved ones, and create lasting peace of mind.

As a Pre-Need Specialist, Paul has dedicated more than two decades to helping families plan ahead with confidence and peace of mind. His passion is educating families about their options, allowing them to make informed decisions before a time of need while ensuring their final wishes are documented and honored.


Working closely with elder law attorneys, Medicaid professionals, and funeral providers Paul has developed specialized knowledge in helping families protect assets through the proper use of Burial Space Item (BSI) Contracts and other preplanning strategies. His goal is to help families preserve what they've worked a lifetime to build while preparing for tomorrow's expenses today. 


-Through Paul’s partnership with Funeral Directors Life Insurance Company (FDLIC) and his commitment to continuing education, he stays current on industry regulations and Medicaid-related changes that affect families. When you work with Paul, you're not just purchasing a pre-need plan—you're gaining an experienced advocate dedicated to helping you protect your legacy, reduce future stress for your loved ones, and create lasting peace of mind.