Montgomery Assurance

10/13/2026

What a policy Review can do....for my recent applicant, a cancer survivor!

When reviewing the medical questions to find out which plan she can qualify for, Meg happily noted she hasn't been diagnosed or treated for cancer in the past 2 years...its been 5 years since she's been free from Breast Cancer. She's been managing her diabetes while dealing with some of the nerve complications.
Her current policy could be sufficient to cover immediate final expense costs. Looking it over, I needed to make her aware the current carrier has her in a 2 year waiting period for it to fully payout to her husband. Having 8 grandkids, she wanted extra funds to leave for her kids and husband to have for their houshold cost and as a gift $$.
After submitting to one of my preferred carriers, they approved her for immediate coverage at 50% more face value than her existing plan AND saving her a few dollars on the monthly premium!!! We we're both suprisingly stunned and so glad to know she's financially protected so Meg won't leave a financial burden to her family!



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10/08/2026

10/05/2026

Looking back at last week.... meeting some great folks while offering policy reviews and securing final expense coverage in University City!






Know anyone who hasn't had their yearly policy review??

https://calendly.com/michaelmcallister-7yk1/15min

08/04/2026

Giving back with family in Philly this past weekend at the Gift of Life Howie's House. We made, served breakfast to families staying there while waiting or recovering from a transplant. When planning it months ago, I had no idea when it months ago it would be on "National Donors Day"! This being something that truly hits home to my family, I became more grateful for 20 yrs ago not having to be waiting for a call (with the blessing of a living donor) and dealing as much suffering so many go through during their wait and/or with post complications.
Also, glad to let you'll know we have carriers that can provide immediate coverage, financial protection for those on dialysis and other battling other serious health conditions.

03/31/2026

A look back at last week....seeing seniors to ensure they have affordable final protection for their families and a legacy to leave behind. From being in Philly to some great small towns along the Susquhanna, this house was a highlight! From the self-created coffe counter 😋, a great family in their first PA home, and the town of Sunbury! Peg was relieved and happy to find out she was approved for a plan, with a great carrier, to take care of her kids/grandkids and ensure the mortgage is going to be paid....regardless of her health.







For a quick review to make sure family has proper life insurance protection.....
https://calendly.com/michaelmcallister-7yk1/15min

03/09/2026

Out in Philly last week seeing seniors to reivew their eligibility. I know how many calls you're geting throughout the day, not realizing which linsurance plans they're telling you about and/or where they are! Beth was relieved to learn that she was approved with immediate coverage (through my top carrier) securing financial protection for her mortgage and daughter!






For a quick review for you or a family member.....
https://calendly.com/michaelmcallister-7yk1/15min

02/23/2026

For those wondering about securing a "Final Expense" or "Burial Insurance" plan and what it can do for your family.....

Instant approval, No expiration, level payments, & Living Benefits (financial protection for youself after a chronic illness) to give you and your loved ones peace of mind with one of our A rated carriers!

https://calendly.com/michaelmcallister-7yk1/15min

02/10/2026

Plans to secure protection for your family at all phases throughout your life.....immediate approval and coverage for peace of mind! 😃
Schedule with Me: Calendly

12/24/2025

At Montgomery Assurance, we specialize in assisting the senior market with your insurance plan reviews! 💼

If you’re not sure how to build up cash value to help your family be prepared later down the line, I am happy to help.

I’ve assisted many families and seniors with reviewing their plans to ensure they have the right coverage, and i’d be happy to help you and yours do the same.

You can send me a message directly to this page, or call or text us at (610)-306-9159! Thank you! Have a great holiday!

12/19/2025

What’s the difference between Term & Whole Life Insurance?

This is an extremely common question from many of my clients, and the truth is that you should know the answer! Let’s get you the coverage that you need at the most affordable rate and that fits in your budget.

If you have any additional questions about your insurance policy, we’d be happy to schedule you for a review! With a new year approaching, it’s the perfect time to make sure that you’ve got the coverage that you need.

You can send me a message directly to this page, or call or text us at (610)-306-9159! Thank you!