PlanRight Financial - Mullis Agency

PlanRight Financial - Mullis Agency Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from PlanRight Financial - Mullis Agency, Insurance broker, Charlotte, NC.

Right before Christmas,  I helped a sweet lady who thought her current policy was her best option. After we reviewed it ...
01/09/2025

Right before Christmas, I helped a sweet lady who thought her current policy was her best option. After we reviewed it together, not only did we find her a plan that fit her better, but she also ended up saving money! šŸ’ø

Life changes, and so do your insurance needs. A quick review could mean better coverage or extra cash in your pocket.

Why not see what’s out there? It never hurts to double-check! Shoot me a message—I’m happy to help.

As a broker, I strive to stand out from the rest. I’m honored to meet incredible families that I have the privilege of c...
01/09/2025

As a broker, I strive to stand out from the rest. I’m honored to meet incredible families that I have the privilege of calling my own, and I always give my very best.

Life insurance isn’t a one-size-fits-all solution. My job is to serve you by finding the right plan tailored to your unique needs—not just offering a generic product. Let me help protect what matters most to you.

Another Family Protected! Make sure you know what you are paying for! Educational Reviews are Provided Free of Charge!
04/17/2024

Another Family Protected!

Make sure you know what you are paying for!
Educational Reviews are Provided Free of Charge!

Another Life Protected! Think Life Insurance is OUT of your budget? Let’s debunk that myth! State Regulated Insurance pr...
02/01/2024

Another Life Protected!
Think Life Insurance is OUT of your budget? Let’s debunk that myth! State Regulated Insurance products are built FOR your budget!
Questions? Give me a call!

Concerned about health conditions affecting your life insurance eligibility? Discover personalized solutions and navigat...
02/01/2024

Concerned about health conditions affecting your life insurance eligibility? Discover personalized solutions and navigate your coverage options with confidence. Your health shouldn't be a barrier to protection.

Another life protected!

Blessed to be doing what I Love! ……. And making some interesting friends!
02/01/2024

Blessed to be doing what I Love!
……. And making some interesting friends!

12/14/2022

Another Senior Luncheon today!
I LOVE what I do!

Help is only a phone call away!Met with these lovely clients today, providing them with some free information on their e...
11/16/2021

Help is only a phone call away!

Met with these lovely clients today, providing them with some free information on their existing Life Insurance.

Mr. ****** Had an employers group life policy for 5 years, with no ownership options!
We were able to customize a plan that meets his family needs with DAY 1 coverage, as well as attach his ownership rights.

Mrs. ****** Had a policy that contained a 2 year Waiting Period that would not pay out the Policies Benefit until then!
We were able to qualify her with DAY 1 coverage, as well as update her beneficiaries to current!

Don’t Wait until it’s Too Late!
980-210-5552

For all my new mommas out there, life insurance for your infant ranges between $2.80 for $5,000 of coverage to $19.04 fo...
11/16/2021

For all my new mommas out there, life insurance for your infant ranges between $2.80 for $5,000 of coverage to $19.04 for $50,000.

This allows them to have guaranteed insurability as they get older 🄰

It is a whole life policy that builds cash value. You will NEVER pay more into this policy than what it is worth. I have done the math. And it’s so cheap!!

This protects you as the parent if something happened to them as an infant, but also them and their family when they get older to help pay for final expenses.


ā˜Žļø 980-210-5552
Call me for a free consultation to discuss your options for you and your family!

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Charlotte, NC

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