Company Information

Get to know Lifetime Insurance & Financial Essentials, Inc

Lifetime Insurance & Financial Essentials, Inc. is an independent insurance and financial services firm founded by Thomas Heaney and Jonathan F. Heaney. The company operates as a brokerage, representing numerous insurance carriers to provide clients with a range of options for life, health, disability, and long-term care insurance. They also specialize in retirement planning services, including annuities and Medicare solutions. Their stated mission is to help clients prepare for the future and protect their assets by offering personalized, objective advice and tailored insurance products.

Industry

Financial InsurancePRIMARY
Financial Other Service

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Lifetime Insurance & Financial Essentials, Inc

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.