A SIMPLE PLAN
FOR a secure FUTURE

Spend less time worrying about what your money is doing and more time enjoying your everyday life.

single mother with her baby smiling family
Breeze Wealth & Insurance Solutions life insurance application

26+

Years In Business
Breeze Wealth & Insurance Solutions piggy bank savings

600+

Insurance Advisors
Breeze Wealth & Insurance Solutions  insured family

$1 Billion

Annual Annuity Production

TRUSTED
ADVISORS

Integrity Is Key...

Breeze Wealth & Insurance Solutions has partnered with Annuity powerhouse, Aegis Financial, an Integrity Marketing company, which offers numerous financial services & technology solutions to insurance and wealth advisors nationwide. We have successfully shielded the retirements of thousands of clients where their hard earned money is protected from the volatility of the stock market and still grows consistently with financial vehicles, we feel, are second to NONE. 

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Breeze Wealth & Insurance Solutions Agents

TAX-FREE
RETIREMENT

A Safe And Modern Way To Invest...

With Breeze Wealth & Insurance Solutions, every family is empowered to grow and protect their retirement savings with our popular IUL (Index Universal Life) products.

What Is An IUL?

GUARANTEED
INCOME

Customize Your Income Stream...

Annuities are powerful financial instruments designed to provide guaranteed income for life. Whether you’re planning for retirement, seeking long-term financial security or aiming to diversify your investment portfolio, annuities offer a customizable solution tailored to you.

Breeze wealth & insurance solutions - retired elderly couple
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FEEDBACK

What Clients & Agents Are Saying...

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"My money has a safe place"

I am so glad that my money has a safe place in an IUL like Brandon has recommended! Being in my early 30s, the 401(k)  my job provided simply is not the best option for me since it’s yielded very little growth! With the IUL I don’t have to stress or wonder what my retirement plan will look like when I retire. Brandon did such an amazing job breaking down the IUL and answered all the questions, and helped me overcome any doubts and concerns that I HAD! It feels really good having confidence investing in my future when I know that the returns will be there! Thank you Brandon for not only helping me with my future savings but also my future kids as well!

Beal Financial Group testimonial 5 
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"Treated me like family"

I got into the insurance business because I realized the potential lifestyle it can create financially. I became an agent with the Breeze Wealth & Insurance Solutions because I was looking for guidance, leadership, an atmosphere that felt right, resources to help me progress myself & my family further towards our goals. Brandon Beal gave me what I needed...and then some!! One of the things I love most about Breeze truly starts with the relationships I've been able to obtain with fellow agents & our back office staff. They have treated me like family since my very first day & have been available for any and all help I've needed. I have the sense of belonging rather than just being a number in an organization. I know that my dreams and goals will come to fruition with this agency.

Beal Financial Group testimonial 5 
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"More time with my children"

As a single father living in New York, the stresses and lack of flexibility of Corporate America was not what I needed or wanted having three small children. After speaking with Brandon just one time, I knew Breeze Wealth & Insurance Solutions was the place I needed to be in order for me to spend more time with my small children. He’s shown me not only leadership in business, but he’s also show me how to be a better man and father to my kids. He’s challenged me and pushed me in ways I could never do on my own. This agency is about family first and business second. Im treated like a human being, not like a number.

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Beal Financial Group testimonial 5 
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"My money has a safe place"

With the IUL I don’t have to stress or wonder what my retirement plan will look like when I retire. The 401(k)  my job provided simply is not... Full Review

Beal Financial Group testimonial 5 
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"Treated me like family"

I got into the insurance business because I realized the potential lifestyle it can create financially. I became an agent with Breeze Wealth... Full Review

Beal Financial Group testimonial 5 
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"More time with my children"

As a single father living in New York, the stresses and lack of flexibility of Corporate America was not what I needed or wanted... Full Review

Beal Financial Group testimonial 5 
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"I can't thank you enough"

Brandon setting up Indexed Universal Life policies for myself, my wife and my three children has legitimately set up our financial futures! My kids, grandkids and great grandkids will never have to worry about money because they’re going to be taught how IULs work and how they build wealth and legacies. No IRA or 401(k) can do what IULs can do. I can’t thank you enough, Brandon.

Beal Financial Group testimonial 5 
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"Endless resources and tools"

I love what I do. Helping families. When I first got started, I helped more people than I count and made more money part time ($17,025.87) on a weekend than I did in TWO full months at my 9-5! How, Brandon’s leadership and continued need to wanting to help his agents become successful..FAST! I’ve never worked with a more selfless human being or been a part of a company that has endless resources and tools needed for people to obtain the income they deserve!

Beal Financial Group testimonial 5 
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"Financially independent"

I was raised in the south where it is Family and God. Family means everything to me here and my faith makes our bonds so much stronger. I started this journey because my family experienced several unexpected losses in a very short amount of time. Here's the kicker none of these family members had any kind of final expense insurance in place. This in turn led to far more stress on our entire family to piece together funds to cover funeral costs in an already stressful and difficult time. So long story short I did this to help people not have to experience these types of situations. I want to help people give themselves as well as their loved ones piece of mind that everything will be ok whenever that time comes.

I joined Breeze because unlike the other company I was with previously with these guys made me feel like family!! Remember how big of a proponent Family is here in the south. The love, understanding and camaraderie made me feel like I have known these individuals for years. They made this insurance thing feel easy, like no matter what obstacle was placed in your way you could and would overcome. The thing I love most about being a new agent is the ability to go out into the world and help families. Help them free themselves as well as their family member of the burden of scrounging up money to cover the expenses of a funeral.

I am looking to become financially independent here in the near future and quit my current 9-5 grinder of a job. I also want to grow my company by hiring and adding people with strong family values that enjoy helping people and also enjoy making money. Lastly I promised myself in the beginning of the journey that I would be the guy people were talking about within this company and with God and my amazing wife helping guide me through this I will be one of the top performers in this company. Watch me Shine!!!

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Beal Financial Group testimonial 5 
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"I can't thank you enough"

Setting up Indexed Universal Life policies for myself, my wife and my three children has legitimately set up our financial futures... Full Review

Beal Financial Group testimonial 5 
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"Endless resources and tools"

I love what I do. Helping families. When I first got started, I helped more people than I can count and made more money part time... Full Review

Beal Financial Group testimonial 5 
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"Financially Independent"

They made this insurance thing feel easy, no matter what obstacles placed in your way you could overcome The thing I love most about... Full Review

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