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Senior Benefits Services

Planning Strategically * Reliable Income through Annuities * Protecting Assets

For all inquires use: andy@seniorbenefitsservices.com

We are a non-government entity.
PHONE: (610) 360-4399
Fax: (610) 821-4803
3213 Clear Stream Drive
Whitehall, PA 18052
Open 8am-5pm Monday-Friday
Book a Meeting
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  • SS Planning 
    • Estate Planning
    • Retirement Planning
  • Medicare 
    • I.R.M.A.A. Minefield
  • Annuities
  • Long Term Care
  • Final Expense
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  • Get in Touch
  • Baby Boomer Buzz

Planning Strategically * Reliable Income through Annuities * Protecting Assets

For all inquires use: andy@seniorbenefitsservices.com

We are a non-government entity.
PHONE: (610) 360-4399
Fax: (610) 821-4803
3213 Clear Stream Drive
Whitehall, PA 18052
Open 8am-5pm Monday-Friday
Book a Meeting

Final Expense

paper and pen icon, final expense

Insurance Solutions


Final Expense Insurance

What Is Final Expense Insurance?

Final expense insurance, also referred to as funeral or burial insurance, is used to cover end-of-life expenses. Whether it is medical, cremations, or traditional funeral costs, these plans provide a lump-sum payout in order to ease your family’s stress during this difficult time.

  • No Medical Exam Required
  • Tax Free Benefit
  • Builds Cash Value

  • Fixed Premiums do not increase.
  • Level Death Benefit does not decrease
  • Simplified issue (limited health questions)

  • Guaranteed Issue (no health questions)
  • Accepts Major Medical Conditions (Recent Cancer, Heart Attack, Diabetes, etc.)

Resources


Get access to professional consultation, letters and phone calls, contract and document review, 24/7 emergency access, trial defense services, court representation, and other benefits

For Wills & Legal Documents

Certified Final Expense Advisor

What Is Mortgage Protection Insurance?

Owning a home is most people's dream, but the reality of home ownership also comes with a mortgage, and it can take two incomes just to afford the monthly payment. What happens when an unexpected death occurs? That is where Mortgage Protection Insurance plays a vital role. Mortgage protection insurance helps to safeguard your family and loved ones against the burden of trying to afford this payment by helping to cover it.

Find out how to protect your house and your family with extra support if the unthinkable happens. Senior Benefits Services gives personalized attention to each Pennsylvania, New Jersey, Florida, and Oklahoma client from our highly skilled specialists. We will help you find a plan that fits your budget and coverage needs.

What is Mortgage Payment Protection Insurance?

Feel completely protected in case the worst happens. Mortgage Payment Protection Insurance is a smaller policy used to cover the current mortgage payment for a few years. It give the surviving family time to gather their thoughts and keep or sell the house on their terms.

Interested in either of these services? Contact Senior Benefits Services today to get started! We serve senior benefits in Pennsylvania and New Jersey.

 

Want your family to receive tax-free* life insurance proceeds?

There is a method of putting in money for life insurance where you pay taxes before it's saved. This means the recipients likely pay less or no taxes when it's distributed to them!

Find out How

*tax-free in most cases

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Watch this video by my friend Brian Nates to learn more about Infinite Banking

Life Insurance and Infinite Banking

Walt Disney himself was rejected 300 times by financers for his amusement park idea. However, he took advantage of a secret method of funding his dream: Life Insurance.

Life Insurance can be more than just protection for you and your loved ones, it can support you in life and give you the means to grow a business.

Learn more about how famous businessmen like Walt Disney, James Cash Penny, and Ray Kroc survived rough patches in business with a properly designed whole life insurance policy.

Learn About Infinite Banking

Have you been denied coverage for a Life Insurance Policy?

There are still options for you and your family to have affordable and easily manageable end-of-life steps in place.

The Legacy of Love: Funeral Planninglegacy of love funeral planning, final expense

The Legacy of Love Funeral Plan protects your family against the higher cost of funerals in the future but will also pledge to:

  • Permanently record your funeral choices.
  • Deliver the message to your loved ones at the time of death, sparing them from having to make difficult decisions in a stressful time.
  • Be there to guide and assist your family through the difficult process.
  • Ensure that your preferences are honored at the time of need.
  • Review your funeral bill and answer any questions your family may have.
  • Act as an advocate to assure that your family receives all the benefits of the plan.
  • Provide the flexibility to make changes to your plans at any time without penalty.
  • Provide peace of mind that your funds are available at the time of need.

Talk to Senior Benefits Services about this process and any questions you may have. We are here to help in Pennsylvania, Florida, Texas, Arizona, North Carolina, and New Jersey.

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© 2025 Senior Benefits Services
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Senior Benefits Services is your one stop shop for all of your financial planning, insurance and end of life planning and expense in Pennsylvania, New Jersey, North Carolina, Arizona, Texas, and Florida. We work with a variety of trusted partners to provide you with financial planning services, Medicare and Medical Supplement Insurance coverage, Life Insurances policies, Long Term Care Planning, Annuities and more! Senior Benefits Services offers individual health and finance services as well as workplace benefit packages for business. Plan for the future before the future is here and your assets are drained. We know the world of finances, annuities and insurance plans can be a confusing mess. We are here to help! Talk to us about how Senior Benefits Services can help you be ready for anything. Benefiting baby boomers every day across PA, NJ, NC, AZ, and FL. Contact us with plan changes or any questions you may have! For local senior benefits services, find us in Whitehall near Allentown and Bethlehem, but we serve seniors across all the states mentioned.
You can reach us by phone at (610) 360-4399. For all inquiries use: andy@seniorbenefitsservices.com

For all inquires use: andy@seniorbenefitsservices.com

PHONE: (610) 360-4399
Fax: (610) 821-4803
3213 Clear Stream Drive
Whitehall, PA 18052
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