Trusted. Personal. Protective. Strategic.

Secure Your Family’s Future with Confidence

Customized life insurance solutions designed to protect your loved ones, grow your wealth, and give you peace of mind—today and tomorrow.

Meet Clay Mertes – Your Local Insurance Specialist

Hey, I'm Clay!

I started working in the Insurance world in 2015. I have been mentored by industry leaders on how to best serve clients and build organizations. My purpose and goal in life is to help other people in the simplest of ways, whether it's with an insurance policy or just the opportunity to build a relationship. I call Durham, NC home and am originally from Boulder, Colorado where I received a degree in Biology. My passion for helping people led me the insurance world and I haven't looked back since. I have a beautiful wife named Jasmyn and a puppy named Luna. I look forward to getting to know you and your family and serving you in any way I can.

Our Coverage Options

Protect What Matters Most

Explore our range of life insurance plans designed to fit your needs—whether you're securing your family's future, building long-term wealth, or covering final expenses.

Term Life Insurance

Affordable protection for a set period, giving your loved ones financial security.

Whole Life Insurance

Lifelong coverage plus a growing cash value for extra financial strength.

Universal Life Insurance

Flexible premiums and death benefits, plus long-term cash growth options.

Final Expense Insurance

Protect your family from funeral and end-of-life costs with affordable coverage.

Introducing: Tax-Free Retirement

Grow Your Retirement Without Market Risk or Taxes

Imagine a retirement strategy that lets your money grow safely—free from taxes and protected from market downturns.

This isn’t your typical retirement plan. It’s a smart, secure, and personalized approach designed to support your lifestyle now and into the future.

Here's what you will get

Market Risk Protection

Your savings grow without the fear of losing it in a crash.

Tax-Free Growth

Access your wealth without being penalized by taxes.

Living & Death Benefits

Financial support when you need it and for those you leave behind.