Frequently Asked Questions
Find answers to commonly asked questions about our products and services.
What services does Mamatari Wealth Group offer?
Mamatari Wealth Group provides a range of financial services including life insurance, health insurance, retirement planning, annuities, credit repair, and notary services. We also assist with establishing wills and trusts through our trusted referral partner.
What types of insurance do you provide?
We offer life and health insurance, including term life, whole life, and indexed universal life (IUL) policies. Additionally, we specialize in fixed annuities to help clients build long-term wealth.
Do you offer estate planning services?
Yes, we help clients establish wills and trusts through our experienced referral partner to ensure their assets are protected and properly distributed to loved ones.
How do I know what type of life insurance is right for me?
We work with each client individually to assess their financial goals, budget, and coverage needs. We’ll help you choose the right policy based on whether you’re looking for short-term protection or lifelong coverage with cash value growth.
What is an annuity, and how can it help me?
An annuity is a financial product that provides a steady income stream, usually during retirement. We offer fixed and indexed annuities to help you grow your savings while ensuring you have income in your later years.
How can I get a life insurance policy through Mamatari Wealth Group?
Simply schedule a consultation with us, and we’ll assess your insurance needs and guide you through the application process. We partner with top-rated insurance carriers to find the best fit for you.
Do you offer services for business owners?
Yes, we provide tailored financial solutions for business owners, including life insurance for key employees, business succession planning, retirement plans, and more.
Can you help with credit repair?
Yes, we offer health credit repair services to help individuals and families improve their credit scores and access better financial opportunities.
What is the PRIME method you use in your services?
PRIME stands for Protection Planning, Retirement Planning, Investment Planning, Maximization Planning, and Estate Planning. We use this comprehensive approach to help you create, build, and sustain wealth for your family or business.
How can I schedule a consultation?
You can schedule a consultation through our Contact Us page or by reaching out to us directly at [insert contact email/phone]. We offer both virtual and in-person consultations.
Do you offer virtual notary services?
Yes, Mamatari’s Notary Services, a part of Mamatari Wealth Group, offers virtual notarization for clients who need documents notarized remotely.
Are your services available outside of Texas?
YeYes, while we are based in Houston, Texas, many of our services, including insurance and financial planning, are available to clients across the U.S.
How can I become an agent with Mamatari Wealth Group?
We are always looking for dedicated professionals to join our team. If you’re interested in becoming a licensed life and health insurance agent, we can guide you through the licensing process and provide mentorship. Contact us for more information on how to get started.
Do you offer group plans for businesses?
Yes, we offer group life and health insurance options for small and medium-sized businesses to help protect their employees and business interests.
Still have a question?
If you have any other queries, feel free to reach out to us. Our knowledgeable team is here to help!