Lloyd R. Wilson & Associates

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2311 Highland Avenue South Suite 101 Birmingham, Alabama 35205
(205) 933-2700
 
 

About

Lloyd Wilson has been helping clients for over 40 years. Our mission is to help clients protect assets from tax burdens, pass assets to heirs, and ensure desires for charitable giving

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Business Features

PRODUCTS

  • Employee Benefits , Surety Bonds , Senior Plans , Retirement Plans , Burial Insurance , Workers Compensation , Group Policies , Securities , Industrial Policies , Combination Policies

SERVICES

  • Risks Coverage , Customer Service , Rollovers , Bonds Issued , Reinsurance , Tax Return Preparation , Commercial Claims , Income Planning , Life Insurance Claims , Casualty Insurance

BRANDS

  • Reliastar , Allstate , Blue Shield , State Farm , Nationwide , Humana , United Healthcare , CNA , Travelers , Cigna

SPECIALTIES

  • Crime , Criminal , PPO Plans , Supplemental Health , Equipment , Employee Benefits , Jet Skis , Hurricane Damage , Vision , Recreational Vehicles
 
Information

CONTACT INFORMATION

Fax: (205) 933-2711

Phone: (205) 933-2700

Website: www.lrwilson.com

ADDITIONAL INFORMATION:

Certifications: Clu|Aep

Specialties: Estate and Legacy Planning|Wealth and Asset Protection|Business and Succession Planning|Charitable Gift Planning|Executive Benefits|Retirment Planning

Year Started: 1990

CATEGORIES:

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