Insurance Products
From Medicare plans to individual health plans insurance, and financial products, Bold City Financial Group offers a full range of insurance products for our clients in Jacksonville, Florida. Check out our insurance products below, and schedule a consultation to get started.

Health Insurance
At Bold City Financial Group, we’re here to help you be prepared for whatever might come down the road. As a full-service insurance brokerage in Jacksonville, we offer a range of health insurance products for businesses and individuals, including:
ACA / PRIVATE HEALTHCARE
We provide ACA-compliant health plans, private health plans, and auxiliary planning products like Hospital Indemnity, Critical Illness, and Dental/Vision. Book a consultation with Chase to learn more about our ACA-compliant health plans in Jacksonville.
Group Benefits
Do you own a small business in the Jacksonville area? The secret to attracting and retaining talent is providing competitive benefits. At Bold City Financial Group, we'll build your company a comprehensive benefits package to separate yourselves from the rest of the competition.
Life Insurance
If you’re looking for a friendly, personable life insurance brokerage in Jacksonville, FL, get in touch with Broad City Financial. We offer a range of life insurance plans for Jacksonville residents, including:
Terms
Term life insurance is a type of life insurance that provides coverage for a specific period, or "term." Unlike permanent life insurance policies, such as whole life or universal life, which provide coverage for the insured's entire life, term life insurance is temporary and typically covers a specific number of years — often 10, 20, 30 years, or even shorter periods.
Key Features of Term Life Insurance:
Whole Life
Whole life insurance is a type of permanent life insurance that offers coverage for the entire lifetime of the insured, as long as the policyholder continues to pay the premiums.
Key Features of Whole Life Insurance:
Universal Life
Universal life insurance is another type of permanent life insurance that combines a death benefit with a savings or investment component. It offers more flexibility compared to whole life insurance, allowing policyholders to adjust certain aspects of the policy to suit their changing needs over time.
Key Features of Universal Life Insurance:
Life Insurance Retirement Plan (LIRP)
A life insurance retirement plan (LIRP), also known as a life insurance retirement savings plan or a tax-free retirement plan, is a financial strategy that uses a permanent life insurance policy, typically a whole life or universal life insurance policy, to save and grow money for retirement. The primary goal of a LIRP is to accumulate cash value within the life insurance policy, which can then be accessed tax-free during retirement to supplement other sources of retirement income.
Key Features of a Life Insurance Retirement Plan:
Property & Casualty Insurance – Coming Soon!
Bold City Financial Group is proudly expanding our range of insurance products. Property and casualty insurance plans will be available soon! Give us a call or book a consultation to learn more about prospective property and casualty insurance plans with Bold City Financial Group.