The Robert G. Wheeler Agency, established in 1981, has been offering life, health, disability, and long term care coverage to our clients for over 35 years.
The Agency specializes in retirement, estate planning, and group and individual coverage for every client need. With multiple insurance carrier affiliations, the Agency has the ability to design the best program for every situation. Clients are always offered a choice, and never limited to only one option or carrier.
The primary goal of the Agency is to guild long lasting relationships based on
our ability to deliver what we promise. Our client’s interests are primary, and our commitment to foster an atmosphere of mutual trust is paramount.
Honesty and Integrity are the qualities that have built our client relationships, and we will always place our client’s interests ahead of our own.
Products and Services Products
• Life Insurance (Individual & Group)
• Disability Income (Individual and Group/Long and Short Term)
• Long Term Care Insurance
• IRAs (Traditional, Roth, SIMPLE/Rollovers and Transfers)
• 401(k) Plans
• Defined Benefit and Defined Contribution Plans
• SEP Plans
• Pension and/or Profit Sharing Plans
• HR-10 Plans
• 403(b) Plans
• Expert Witness Services for Life Insurance
Code of Ethics
The corporation’s Code of Ethics is based upon the guiding principle that the
interest of the clients is our top priority. All corporation employees and principals have a fiduciary duty to our clients and must perform to maintain their complete trust and confidence. The Agency considers this Code to be a living document which exists to ensure our client’s interests are continually protected. We review this Code annually and update it to keep current with any changes in the industry.