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WaterStates Financial.com

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About Us

WaterStatesFinancial.com is the website of Jerry J. Hanson, CLU, ChFC, CIC!

 

We are one of the nation's leading annuity/insurance and equipment lease brokers.

 

WaterStates is a independent financial services firm. Our independence allows us to focus our full attention to your needs and your interests.

 

We can assist you in meeting your financial needs while remaining completely unbiased and objective in our recommendations.

 

Our customers have a centralized home which brings together all the necessary tools available in the Financial & Insurance marketplace and provides a new level of white glove customer service. 

 

WaterStates Financial has distribution contracts with over 40 major Life Insurance companies in the United States. The company specialized in developing insurance product based programs that continue the cutting edge our customers expect.

 

WaterStatesFinancial.com offers a free shopping service, we will check for the companies that pay the highest monthly incomes per $1,000 invested, and will gather customized rate quotes for up to a dozen annuities/insurance along with insurance-company ratings.

  

We make finding the best such annuity/insurance the easiest job in personal finance... It pays to shop for the best value and a strong insurance company.  

 

You can buy the annuity/insurance directly through our company and we will answer your questions and handle your order by phone, email, at our/your office, or your home. 

 

Full service Commercial Lease and Finance company!

 

Company history
Jerry J. Hanson has been in the insurance business for more than 35 years and holds the prestigious industry designations of: 
 
 
Chartered Financial Consultant (ChFC)
 
Chartered Life Underwriter, (CLU)  
 
Certified Insurance Counselor, (CIC) 
 
Jerry founded: 
 
CapitalCare, Inc, an insurance and annuity wholesale field marketing organization in 1980.
 
CCI Underwriters, Inc, a  Property / Casualty Insurance Agency in 1998.
 
WaterStates Trading Company, a private practice financial services company in 2007.
 
At WaterStates, we're passionate about providing the products, services, and tools today's financial and insurance customers need to succeed in a highly competitive marketplace.
 
We develop financial plans for our clients. More often than not, there is an insurance need to fulfill for them at the lowest prices, which can represent significant insurance savings. 
 
We have been able to find significantly lower premium products without sacrificing quality of insurance companies when writing UL, DI, LTC, and term life cases through our firm.
 
Our hands of service, attention to detail, and flexible, customized services combined with the resourses available through the CapitalManagers Network create a competitive advantage unmatched in the industry; allowing us to better help you achieve your goals.  
 

As a leader in the financial services industry, we take seriously our obligation to customers to conduct business in a legal and ethical manner.

 

This ranges from protecting our customers from increased costs associated with fraudulent activities to conducting ourselves in a manner that enhances public trust and confidence in our company and the financial services industry.

  
 
Resource Center
 
As a member of the CapitalManagers Group Network, we are provided a knowledge base and resource tool allowing us to expand our existing services.
 
The CapitalManagers Network is an association of insurance agents and brokers from across all lines of insurance working together in a collaborative effort by the financial services industry to provide consumers with access to financial information and educational tools to help in managing their personal finances.

The goal of this website is to provide consumers with sound resources from a variety of sources, including financial services companies, advocacy organizations, and personal finance experts.   

We provide information about personal finance management to achieve financial success and the information you need to establish and maintain good financial health.
 
 
 
Our wealth and estate planning services are designed specifically for our clients and are enriched by decades of experience in the industry.
 
Our professionals are experts in their fields, and bring clients the peace of mind of knowing that we have met challenges similar to theirs for many other clients. 
 
If you are interested in working with an industry leader poised for tremendous growth, our  energetic and enthusiastic team is here to help our clients with the kind of competent and friendly service you deserve!
 
Give us a call today!