Life Insurance & Annuities
Protect the people you love and plan for the years ahead.
I'm Wendell Jeffson, a licensed insurance agent. I help families understand their life insurance options and talk through annuities as part of their retirement income plans. The conversations are clear and patient, with no pressure.
Phone consultations only for now. Licensed in Texas and Utah (non-resident). See licensing details.
Life insurance for your family
Life insurance can help your family with everyday costs if something happens to you. Those costs might include the mortgage, the bills, or your children's future. Together we'll look at what you want to protect and which types of coverage may fit.
What we can discuss
- How much coverage may make sense for your household
- Term and permanent life insurance, explained plainly
- How premiums, underwriting, and policy terms work
Who it's for
- Young families and new parents
- Homeowners and people with debts their family would carry
- Anyone reviewing coverage after a life change
Annuities and retirement income conversations
If you're thinking about retirement income, an annuity may be worth discussing. We'll go over how different annuity types work and what the trade-offs are, and whether one might fit with your other plans.
Topics we can cover
- Fixed, indexed, and income-focused annuity features
- Surrender periods, fees, and liquidity considerations
- Questions to ask before you decide
Good to know
Annuities aren't right for everyone. Guarantees are subject to the claims-paying ability of the issuing insurance company. Annuities are not bank deposits, and they are not FDIC insured.
How it works
Pick a time
Choose a 30-minute slot on the booking page that works for you.
We talk by phone
I'll call at your scheduled time. We'll talk about your goals, family, and questions.
Review your options
If there's a good fit, I'll explain the options and the next steps. You decide what's right for you.
Consultation hours (Central Time)
4:00 PM – 10:00 PM CT
10:00 AM – 5:00 PM CT
The booking page shows the times that are currently open.
Ready to talk?
Book a 30-minute phone consultation.
Open the booking pageThe booking page opens in a new tab. It runs on Google Calendar.
Licensing
Wendell Nielsen Jeffson is a licensed insurance producer. National Producer Number (NPN): 19947635.
| State | License | Lines of authority | License # | Expires |
|---|---|---|---|---|
| Texas | General Lines Agent | Life, Accident, Health & HMO | 2824441 | 08/31/2028 |
| Utah | Non-Resident Individual Producer (issued 06/25/2025) | Life; Accident and Health or Sickness | 1078658 | 08/31/2027 |
These details come from the license documents. You can check any producer's license on your state insurance department's website.