Susy Lee
A trusted consultant that offers a range of financial services like Medicare insurance options, retirement plans, employee benefit plans, mortgages, and loan modifications.
Explore our wide range of professional financial services, personally tailored to provide you with informed guidance and comprehensive protection.
National Mortgage Loan Officer
Life & Health Insurance Agent
Providing all the insurance services for you
A trusted multiline independent agency
Life Insurance & Retirement Planning
FIT Insurance offers personalized Life Insurance & Retirement Planning services, crafting tailored policies and strategies for seamless implementation toward financial security.
Indexed Universal Life (IUL)
May be ideal for those who need death benefit protection but are focused on cash value accumulation for lifetime needs such as supplementing retirement income. These policies offer:
Term Life Insurance
Protect your family or business for the term period of your choosing at a competitive premium. Our term polices offer conversion privileges and rapid underwriting. This coverage makes sense for those who have budget limitations, large protection needs or temporary need. These policies offer:
Whole Life Insurance
These policies are designed for individuals who want guarantees and who are focused on providing death benefit protection over cash value accumulation. These policies offer:
Annuities
An annuity allows a customer to deposit money (premiums) with an insurance company that can earn interest and grow on a tax-deferred basis with the agreement that the insurance company will then provide a series of payments back to the customer at regular intervals.
Guaranteed Issue Whole Life Insurance (GIWL)
A small whole life insurance policy with no health qualifications. Reasons clients are compelled to buy GIWL include:
of experience
Premier Options
Health Insurance
Customized Insurance Plans
Grapevine Insurance Group offers customized health insurance plans and protection at affordable prices. In addition, some of our plans offers policyholders a growing number of tools, resources and value- added benefits that are sure to help you navigate through the costly and complex healthcare marketplace. Some of our healthcare plan highlights are as follows:
FIT Insurance offers personalized policy planning and strategic guidance for Medicare insurance and Medical Supplements to ensure comprehensive health coverage tailored to individual needs. Some of our healthcare plan highlights are as follows:
Future Planning & Protection Consultation
If 2020 has taught us anything, it is that we should all expect the unexpected. The important thing is how do we handle the unexpected or better yet, can we plan for it?
Our goal at Grapevine Insurance Group is to help you plan for the unexpected and provide guidance towards achieving some of your lifetime needs. We host several virtual workshops thought the year, and we’re a simple phone call away. Get your free insurance consultation where we’ll review your current insurance coverage and recommend coverage that best meets your needs. Contact us today!
FIT Insurance offers personalized Future Planning & Protection Consultation services to safeguard your financial future with tailored policies and expert guidance.
Final Expense Insurance
A type of whole life insurance designed to cover medical bills and funeral expenses.
Thinking about final expenses is usually not easy. It can be a difficult task that many people would rather not think about. But, consider this: A traditional adult funeral, including a casket and vault, costs $8,700 on average. The additional expenses of flowers, limousines, and obituary notices can add thousands of dollars to the total cost. Many funerals can run well over $10,000.
Mortgage
Customized Mortgage Plans
We treat each customer as an individual, not a number. We use “common sense” and will obtain the best loan based on your situation. We represent a wide range of “A” rated lenders with first quality rates to private “hardship” lenders. We work with more than 100 investors. This allows us to get you the best rates on all types of loan programs including: ARMS, FRMs, Conventional, Jumbo, Home Equity Lines, VA and Commercial. Whether your situation calls for Full Documents, No Documents, Non-Owner Occupied (Investor) or Multi-Family, we’ll fit your needs!
