Citation Financial delivers a customized approach specifically designed to meet your life insurance needs.


Contact Us

You focus on the growth and let Citation-Financial Group focus on the protection of your business.


Contact Us

Citation Financial delivers a customized approach specifically designed to meet your life insurance needs.


Contact Us

You focus on the growth and let Citation-Financial Group focus on the protection of your business.

Contact Us

Our Services

We work directly with you to understand your current situation, immediate priorities and your ultimate objectives. After gaining insight into your particular situation, we’ll walk you through the most appropriate options to match your budget and lifestyle.

Small Business
Solutions

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Individual
Solutions

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Medical Professionals
Solutions

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Annuities as a Pension
Solution

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Life Insurance
Primer

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Annuities as a Pension
Solution

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Life Insurance
Primer

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How much Life Insurance do you need?


Calculate How Much Life Insurance You Need

Free quote calculator.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

We’re committed to helping you reach your financial goals
today AND tomorrow.


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