Insurance/Investment
Insurance Planning
Life
Disability
Long Term Care
Health
Investment Planning
Mutual Funds
Annuities
Education Planning
529 Plans
Upromise
Retirement Planning
IRA-Traditional and Roth
Annuities
401(k)
403(b)
SEP
SIMPLE
Deferred Compensation Plans
Guaranteed Lifetime Income
Pensions
Estate Planning
Reduce Estate taxes
Protect your family’s income
Control Estate distribution
Provide liquidity for Estate taxes
Business Planning
Buy/Sell Funding
Key Person Protection
Business Continuation funding
Executive Bonus Plans
Deferred Compensation Plans
Qualified and Non-Qualified Retirement Plans
Business Insurance Planning
Kalispell, Montana
2330 U.S. Hwy 2 E
Kalispell, Montana 59901
Phone: (406) 752-8000
Email: info@flatheadinsurance.com
Get directions
Mon – Thur 8:30 am - 5:00 pm (MST)
Friday 8:30 am - 3:00 pm (MST)
Saturday – Sunday: Closed
Coeur d’Alene, Idaho
350 East Kathleen Ave, Suite 300
Coeur d'Alene, Idaho 83815
Phone: (208) 667-7485
Email: info@flatheadinsurance.com
Get directions
Mon – Thur 8:30 am - 5:00 pm (MST)
Friday 8:30 am - 3:00 pm (MST)
Saturday – Sunday: Closed
Columbia Falls, Montana
610 9th Street West Suite B
Columbia Falls, MT 59912
Phone: (406) 756-8000
Email: info@flatheadinsurance.com
Get directions
Monday – Friday: By Appointment Only
Saturday – Sunday: Closed
