Protecting What Matters Most

We are Independent Insurance Brokers helping individuals, families and companies protect
and grow their most important assets.
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Comprehensive Financial Solutions

We offer a wide range of insurance and annuity products.  We craft personalized solutions to protect your assets, secure your family's financial future, plan for retirement, minimize your tax burden, and build generational wealth.  We provide peace of mind when you know that you have a comprehensive plan for a financially secure future.

Why contact us?

Personalized Service

We value every client. No need is too small or too large to handle.  Our team of experienced financial professionals will take the time to understand your unique needs and create customized financial solutions. We are part of a global network of licensed financial professionals.  Our team crafts solutions for the tax free transfer of generational wealth, creates tax advantaged retirement solutions and helps with the smallest final expense policy. We will create the right plan for your needs regardless of the size or complexity.

Trusted Advisors

As independent insurance brokers, we prioritize building long-term relationships with our clients.  We represent our clients' interests.  We work with dozens of companies to craft the best solution for each need and goal. We are committed to being your trusted advisors, providing expert guidance and support throughout your life. You can rely on us to be there for you, your family, and your company whenever you need assistance.

Solutions

Whether you need basic life insurance or to structure the tax-free transfer of generational wealth we have the products and strategies to meet all your financial goals and needs.

Life, Health & Disability Insurance

We understand the importance of protecting you and your loved ones. We work with dozens of carriers to offer a range of coverage options to ensure that you have the right policy in place. Whether you need health insurance, an ACA Plan, Medicare Supplement, life insurance, or disability insurance, we have you covered. Our experienced agents will work closely with you to assess your needs and find the best insurance solution for you.

Retirement Solutions

Having a retirement plan is important, knowing your plan will meet your needs and your goals is critical.  We offer a free comprehensive analysis of your retirement plan and accounts, including company plans and public sector pensions.  We’ll help you identify the risks and shortfalls and provide solutions to guarantee your retirement works for you.  If you qualify, we can even help you structure an income tax-free retirement.

Solutions for Life’s Risks & Financial Security

Term & Whole Life Insurance | IUL’s | Group Insurance | Long Term Care | Disability Protection | Medicare Plans | Group Retirement Plans | 401K & IRA Conversions | Tax-free Retirement | Tax-free Wealth Transfer | Key Man Policies | Infinite Banking | Debt-free Life | Buy – Sell Agreements

Wealth Building & Debt Reduction Solutions

Debt Free Life

Is personal debt keeping you from saving?  Does it feel like you will always be paying off credit cards, car loans, your mortgage?  Then you are a candidate for our Debt Free Life solution.  If you qualify, we can structure the products and provide you the guidance to pay off all your debts in 1/2 the time. 

Infinite Banking

Ready to make your money work harder for you?  Want to walk away from banks and self-finance your purchases like cars and homes?  Would you like to understand a strategy used for generations by some of America’s wealthiest families to grow and protect their wealth all while allowing them to continue to access their cash?  If you qualify, you can walk away from banks forever and finance your own major purchases all while your money grows secured from market volatility.

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Resource Center

This is your resource for definitions and explanations of insurance, financial products, terms and concepts. Insurance and financial strategies for individuals, families and businesses can be complex. We’ve assembled and composed resources for you to explore and learn more about the multitude of concepts and strategies our carriers and products address. If you can’t find the answer you’re looking for, contact us for the right advice.

What you need to know about applying for insurance
How Age Affects Insurance Rates
Permanent Insurance Explained
Term Insurance Explained
What are Life Insurance Living Benefits
Tax Implications of Life_Insurance
What is an IUL
IBC_Facts&Fiction
I have a question?

Testimonials

Choosing Boggs Financial Group for my life insurance policy was one of the best decisions I've made. Now, I feel confident that my family will be taken care of financially, no matter what happens. The process was simple, and their team made everything clear and easy to understand. Thank you for giving me peace of mind.
Sarah M
Sarah M
I always thought life insurance would be too expensive, but Boggs Financial Group helped me find an affordable policy with excellent coverage. Now, I can protect my family's future without breaking the bank, and that’s priceless to me



Emily R.
Emily R.
What stood out to me about Boggs Financial Group was their transparency and reliability. I never felt pressured, and their agents made sure I understood every aspect of my policy. I feel confident knowing I’m in good hands and would recommend their services to anyone in need of life insurance.

Mark T.
Mark T.
As a mother of two, securing my children’s future is my top priority. Boggs Financial Group made it possible by offering a life insurance policy that fits within my budget, but still gives me the security I need. I feel reassured knowing they will have financial support if the unexpected happens

Rachel P.
Rachel P.
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About Us

Our Company

Boggs Financial Group is an independent insurance brokerage dedicated to helping individuals, families, and companies protect their most important assets. With our expertise and personalized approach, we strive to provide the best financial solutions tailored to the unique needs of our clients. Our team of experienced professionals is committed to delivering exceptional service and building long-lasting relationships based on trust and integrity. Whether you’re looking for final expense insurance coverage, an IUL with Living Benefits or a strategy to transfer generational wealth tax-free, we are here to provide you with peace of mind and financial security. Contact us today to learn more about how we can assist you in safeguarding your future.

The Owners

Dedicated Professionals

Lin Boggs

Principal – Providing tailored financial solutions for individuals, families and corporate clients.

Craig Boggs

Senior Field Underwriter – Helping clients build wealth, secure their retirement and reduce their income tax liability.

Contact Us

Get in Touch


    We partner with 30+ top rated insurance and annuity companies to craft the Best
    Financial Solutions for our Clients

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    PO Box 3 Landenberg, PA 19350

    Craig Boggs
    610-850-7156
    610-634-8827

    Lin Boggs
    610-897-7127

    Copyright @ 2024, 123 Main Street, City, State 111111
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