Indexed
Universal Life
Insurance
Alan Tellkamp
Planning for the future can be daunting, but protecting your family’s financial security doesn’t have to be. IUL Insurance provides peace of mind by offering lifelong coverage and potential cash value growth, ensuring that your loved ones are protected while you build a flexible financial safety net.
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Happy Customers
More than 100 clients taken care of!
Indexed Universal Life Insurance
Alan Tellkamp
Planning for the future can be daunting, but protecting your family’s financial security doesn’t have to be. IUL Insurance provides peace of mind by offering lifelong coverage and potential cash value growth, ensuring that your loved ones are protected while you build a flexible financial safety net.
About Us
Helping You To
Manage Your IUL
Insurance Needs!
With over 25 years of experience in life insurance and estate planning, Alan brings deep technical expertise and a client-first approach to every engagement. He holds a Series 7 securities license and a Series 24 General Securities Principal license, and is a Chartered Life Underwriter (CLU) who has also completed the CFP program. Throughout his career, Alan has worked with clients across the full spectrum — from blue-collar families building their first safety net to ultra-high-net-worth individuals structuring complex estate plans. This range gives him a rare ability to translate sophisticated strategies into clear, actionable guidance for anyone he works with. Whether the goal is protecting a family's future or preserving generational wealth, Alan is committed to finding the right solution for each client's unique situation
Alan Tellkamp
CLU
NPN: 5925898
Joseph Shabrack is an experienced insurance and financial professional dedicated to helping individuals, families, and business owners protect what matters most and plan confidently for the future.
As Vice President of Life Insurance & Estate Planning at Phoenix Financial Services, Joseph specializes in Indexed Universal Life (IUL), Final Expense, income protection, estate planning, business succession, and advanced life insurance strategies.
His approach is simple: understand each client’s goals, explain their options clearly, and help them find a personalized solution that fits their needs and budget. From affordable family protection to comprehensive long-term planning, Joseph is committed to providing clear guidance, personalized strategies, and a straightforward experience from start to finish.
Joseph A. Shabrack
Vice President of Life Insurance & Estate Planning
NPN: 2057492
About Us
Helping You To
Manage Your IUL Insurance Needs!
With over 25 years of experience in life insurance and estate planning, Alan brings deep technical expertise and a client-first approach to every engagement. He holds a Series 7 securities license and a Series 24 General Securities Principal license, and is a Chartered Life Underwriter (CLU) who has also completed the CFP program. Throughout his career, Alan has worked with clients across the full spectrum — from blue-collar families building their first safety net to ultra-high-net-worth individuals structuring complex estate plans. This range gives him a rare ability to translate sophisticated strategies into clear, actionable guidance for anyone he works with. Whether the goal is protecting a family's future or preserving generational wealth, Alan is committed to finding the right solution for each client's unique situation
Alan Tellkamp
CLU
5925898
Everything You Need To Know
About IUL Insurance
At A Glance
What is Indexed Universal Life Insurance?
IUL Insurance provides lifelong coverage with cash value growth tied to market performance, allowing you to protect your family and build savings with flexible premiums.
Important Details
IUL offers coverage while accumulating cash value, which can be accessed for retirement, emergencies, or other needs. It’s a flexible plan for long-term financial security.
Everything You Need To Know About
IUL Insurance At A Glance
What is Indexed Universal Life Insurance?
IUL Insurance provides lifelong coverage with cash value growth tied to market performance, allowing you to protect your family and build savings with flexible premiums.
Important Details
IUL offers coverage while accumulating cash value, which can be accessed for retirement, emergencies, or other needs. It’s a flexible plan for long-term financial security.
Reviews
Real-Life Testimonials
From Satisfied Clients
Reviews
Real-Life Testimonials
From Satisfied Clients
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More Info
Important Questions
Is Indexed Universal Life Insurance Right for Me?
IUL Insurance is ideal if you want lifelong coverage with the potential for cash value growth. It’s a flexible option that lets you adjust your premiums and death benefit, making it suitable for those who want both protection and a financial growth opportunity.
How Much Coverage Do I Need?
The amount of coverage depends on your financial goals and the needs of your beneficiaries. IUL policies can be customized, allowing you to choose a coverage amount that provides security for your family while meeting your budget.
Is a Medical Exam Required?
In many cases, a medical exam may be required for IUL Insurance, especially if you're looking for higher coverage amounts. However, some policies may offer simplified underwriting for lower coverage limits.
Can I Access the Cash Value?
Yes, you can access the cash value accumulated in your IUL policy. It can be used for various financial needs, such as supplementing retirement income, covering unexpected expenses, or funding education.
How do I Sign Up?
You can start by scheduling a consultation to discuss your needs with an insurance expert. They’ll help you customize your IUL policy and guide you through the application process.
More Info
Important Questions
Is Indexed Universal Life Insurance Right for Me?
IUL Insurance is ideal if you want lifelong coverage with the potential for cash value growth. It’s a flexible option that lets you adjust your premiums and death benefit, making it suitable for those who want both protection and a financial growth opportunity.
How Much Coverage Do I Need?
The amount of coverage depends on your financial goals and the needs of your beneficiaries. IUL policies can be customized, allowing you to choose a coverage amount that provides security for your family while meeting your budget.
Is a Medical Exam Required?
In many cases, a medical exam may be required for IUL Insurance, especially if you're looking for higher coverage amounts. However, some policies may offer simplified underwriting for lower coverage limits.
Can I Access the Cash Value?
Yes, you can access the cash value accumulated in your IUL policy. It can be used for various financial needs, such as supplementing retirement income, covering unexpected expenses, or funding education.
How do I Sign Up?
You can start by scheduling a consultation to discuss your needs with an insurance expert. They’ll help you customize your IUL policy and guide you through the application process.
Looking for a First-Class IUL Insurance Consultant?
Looking for a First-Class IUL Insurance Consultant?
Alan Tellkamp is committed to serving you at the highest level with all your Indexed Universal Life Insurance needs.
National Producer Number: 5925898
Company
Directories
Legal
Alan Tellkamp is committed to serving you at the highest level with all your Indexed Universal Life Insurance needs.
National Producer Number: 5925898
Company
Directories
Legal