Welcome

I'm Sophia Neil

Life Insurance Agent with Appreciation Financial

Welcome I'm

Sophia Neil


Life Insurance Agent with Appreciation Financial

IN THE PAST SIX MONTHS

100+

PUBLIC SCHOOL EMPLOYEES PERSONALLY SERVED

Your Weekly

Business Boost

Podcast

My podcast is all about fostering the potential of young girls, encouraging them to embrace their unique qualities and voices. Our mission is to provide a platform where "bossy" becomes a badge of honor – a testament to the strong-willed, determined, and visionary leaders they are destined to become.

Why I do what I do

That's simple... because of you.

Public education employees (teachers and support staff) are one of the most under served markets in the financial industry.

Why Choose Us

Because we appreciate you and what you do...

School Connection

We work with National Life Group (Insurance of the Southwest) to manage your 403(b) / 457 retirement accounts.

No Cost Retirement Review

We offer a free service to public school employees to review your pension and retirement.

Never Lose a Penny

Never lose a penny with the type of accounts we offer. They are conservative while also capturing significant growth.

Why I do what I do?

Simple.. because of YOU

Why Choose Us

Because we appreciate you and what you do...

School Connection

We work with National Life Group (Insurance of the Southwest) to manage your 403(b) / 457 retirement accounts.

No Cost Retirement Review

We offer a free service to public school employees to review your pension and retirement.

Never Lose a Penny

Never lose a penny with the type of accounts we offer. They are conservative while also capturing significant growth.

RETIREMENT IS NOT THE END OF THE ROAD. IT'S THE BEGINNING OF THE OPEN HIGHWAY!

Retirement Review

Schedule a review or new appointment here.

Other Services I offer...

Life, Health and Trusts

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Life Insurance Solutions for Families and Businesses

Life Insurance is more than just leaving money to loved ones after you've passed. It is so much more with Living Benefits that you can access while you are alive or if you need care due to long term health care needs.

Unlocking Financial Security with Living Benefits

- Living benefits are a crucial component of financial planning, offering individuals and families peace of mind and security in the face of life's uncertainties. Unlike traditional life insurance policies that only provide benefits upon death, living benefits allow policyholders to access funds during their lifetime to cover critical expenses in the event of illness, injury, or other unforeseen circumstances.

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Health Insurance Solutions for Families and Businesses

Currently serving the under 65 market with affordable plans that are much less (about 40% less) than marketplace plans.

-No copays or coinsurance.

-Set inpatient benefits. Provides benefits for hospital stays and other inpatient services too.

-Virtual care from the comfort of your home or while on the go. To us, virtual care is a must!

-Freedom of choice. We believe it’s your right to see any doctor you wish. So, whether you choose to see a provider in-network or out-of-network, it doesn’t matter to us. This plan pays the same set benefits for eligible care received regardless.

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Estate Planning

I work with the specialists at Integrated Trust Systems to connect clients to a digital trust platform.

Convenient Access

Anywhere

-Establish your eStatePlan from the ease and comfort of your own home. View and update (24/7) your eStatePlan document set through your secure Client Console portal.

Formulate/Update Personal Medical Directives Anytime

-Create and keep current your personal Medical Directives (AMD) ONLINE (24/7). Your attending physician (medical provider) will have ONLINE (24/7) pass-code access to your AMD by way of a Medical Card in your wallet.

Need to reach me?

Send an email.

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