"A Safe Harbor to protect against unforeseen events at unexpected times"
Why Choose us?
Jack J. Maiz began his career in the financial services industry in 1983 after a distinguished career in law enforcement. Jack spent 35 years in financial services and developed a large client base of successful individuals and business owners in San Diego, CA and Honolulu, Hawaii, with his two insurance agencies. His advice, planning and resources allowed his clients to fulfill the promises and commitments they made to their families, partners and businesses. Jack is a decorated combat veteran, who served in Vietnam as a United States Marine and currently resides in The Villages FL with his wife of 57 years. Jack has three grown children, five grown grandchildren and 3 great Grandchildren. Jack enjoys family, travel, golf, softball and sailing and believes in building long term relationships based on trust, service, and fullfilling his clients needs, based on their goals and objectives with industry leading products and services.
About Safe Harbor?
In 2012 Jack founded Safe Harbor Financial & Insurance Services LLC to help Seniors with Medicare Planning, Final Expense Planning, Life Insurance, Long Term Care and Annuities. As a Senior himself, Jack realized the need to focus on the special needs that Seniors face today, and the products and services that they need to plan for during the remaining years of their lives. Jack utilizes a three step process to determine the need and suitability and knowledge his clients need to make informed decisions.
Proud Sponsor of The Villages Parrothead Club
Party with a Purpose is their motto, but they are one of the largest contributors to charity in our community. Last year their charitable efforts raised over $400,000 for charities through fund raising and man hours. They also donated more than 1,000 Pints of Blood to help our community. Phins up to the largest Parrothead Club in the World.
6.15% for 5 Years 5.65 % for 3 Years 3.75% for 2 years
Stock Market got you worried, consider a Fixed & Guaranteed Multi Year Annuity to protect your nest egg. Rates are much better than CD's, interest and earnings are tax deferred. Call or email for minimums and financial ratings of all contracted carriers.