PEARL I. M. LLC
PEARL I. M. LLC

"Financial freedom is available to those who learn about it and work for it."-Robert Kiyosaki

PEARL I. M. LLC
PEARL I. M. LLC
  • Home
  • About Us
  • Our Services
  • Blog
    • Learn More

 

PEARL I. M. LLC is a financial services firm specializing in life insurance, health insurance, Medicare, and fixed insurance-based financial strategies.

Insurance & Medicare Disclosures:

  • We are licensed insurance producers (Life, Health & Accident) and AHIP-certified to educate and assist with Medicare Advantage, Medicare Supplement, and Part D plans.

  • We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your region. Please contact Medicare.gov or 1-800-MEDICARE to compare all options.

Financial Planning & Investment-Related Disclosures:

  • We assist clients with fixed insurance-based financial products (such as fixed annuities, indexed annuities, and life insurance with cash value).

  • We are not registered as a securities broker-dealer, investment advisor, or affiliated with a Registered Investment Advisor (RIA).

  • We do not sell securities, variable annuities, mutual funds, or stocks/bonds. Any investment-related advice is limited to fixed insurance contracts.

General Compliance & Legal:

  • Guarantees are based on the claims-paying ability of the issuing insurance company.

  • Not affiliated with or endorsed by the U.S. government, Medicare, or Social Security Administration.

  • Consult with a qualified tax or legal professional before making any financial decisions.

Privacy & Terms:

  • Privacy Policy | Terms of Use | Disclosures

© 2025 PEARL I. M. LLC.  All rights reserved.
Powered by Webador