Serving Davie & South Florida

Life Insurance & Protection Planning

Review coverage needs and available approaches for protecting the people and responsibilities that matter most.

Protection should fit the rest of your financial plan

Life insurance planning begins with the financial responsibility you want to address—not a predetermined product. That may include income replacement, family obligations, business needs, final expenses or legacy priorities. Product features, costs and availability vary.

What a conversation may cover

  • Coverage purpose and time horizon
  • Existing coverage and potential gaps
  • Budget and affordability
  • Beneficiaries and ownership considerations

Local, personal and easy to start

Theodore Gerges serves individuals, families and business owners in Davie, Cooper City, Plantation, Weston, Fort Lauderdale and surrounding South Florida communities. Meetings are available virtually, and the initial review is complimentary.

Frequently asked questions

How much life insurance do I need?

It depends on the obligations and goals you want the coverage to address. A review considers your individual situation.

Are living benefits always included?

No. Features and eligibility vary by policy and carrier and should be reviewed carefully.

Let’s discuss your goals.

A clear plan starts with a straightforward conversation about where you are and what matters next.

Review My Life Insurance Needs
Book a free consultation