Upstream Life

Upstream Life

Upstream Life provides life insurance and annuity products to individuals looking to secure their financial future and avoid the financial risks typically associated with financial markets. The Upstream group expanded their holdings in 2018, with the acquisition of Financial Assurance, a Texas domiciled life insurance company operating in 24 states across the US.

The Upstream team takes pride in customer service and values client feedback, delivering a range of client-focused products created to address the specific needs of each client’s financial plan. Upstream is committed to providing value to our clients, exceeding expectations and continuing to operate with the utmost honesty and integrity.

Medicare Supplement Products

Medicare Advantage Products

Life Insurance Products

Final Expense Products

Annuity Products

  • Simple interest or compound interest MYGAs
  • Great rates
  • Minimum single premium: $10,000
  • Included free withdrawal options: Accumulated Interest after 30 days and RMDs after 30 days
  • Optional riders: 10% free withdrawal after year 1 (15 basis points) or Death Benefit Rider (25 basis points and required for Issue Ages 81+)
  • Backed by the state guaranty fund

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Cancer Insurance Products

Long-Term Care Insurance Products

Short-Term Care Insurance Products

Hospital Indemnity Insurance Products

Dental, Vision, & Hearing Insurance Products

Prescription Drug Plan Insurance Products

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