Your Trusted Filipino Partner for Comprehensive Insurance and Retirement Planning
Secure Your Future with BMWAGAN ASSOCIATES INC.
Our Services
Ready to Secure Your Future? Explore Our Comprehensive Insurance and Retirement Planning Services Today.
Retirement Plan Roll-overs
Preserve and grow your retirement funds.
Gain flexibility and control over your retirement assets.
Access personalized advice tailored to your financial goals.
Read More about Retirement Plan Roll-Overs
Annuities
Create a reliable income source for your retirement.
Enjoy tax-deferred growth potential.
Customize your annuity strategy with our expert advice.
Read More about Annuities
Traditional/Roth IRA’s
Build a tax-advantaged retirement nest egg.
Explore contribution flexibility and potential tax advantages.
Receive personalized guidance on IRA planning.
Read More about Traditional/Roth IRA's
S.E.P IRA’s and Simple IRA’s
Provide retirement benefits for yourself and your employees.
Enjoy tax advantages for contributions and potential employer matches.
Navigate the complexities of small business retirement planning with ease.
Read More about S.E.P IRA’s and Simple IRA’s
Life and Health Insurance
Ensure financial security for your family in the event of unforeseen circumstances.
Access healthcare coverage tailored to your lifestyle and preferences.
Receive personalized guidance on insurance planning.
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Disability and Long Term Care
Protect against income loss due to disability.
Plan for long-term care expenses and potential nursing home costs.
Gain peace of mind knowing your financial well-being is secure.
Read More about Disability and Long Term Care
Funding Buy/Sell Agreement
Secure funding for the buyout of a deceased or departing business partner.
Maintain stability and protect business assets during transitions.
Receive personalized guidance on funding buy/sell agreements.
Read More about Funding Buy/Sell Agreement
Medicare Supplement
Fill the gaps in your Medicare coverage.
Access additional benefits and services not covered by Medicare alone.
Enjoy peace of mind knowing your healthcare needs are comprehensively addressed.
Read More about Medicare Supplement
Why Choose Us
Experienced Professionals
Our team brings decades of expertise in insurance and retirement planning.
Community-Centric Approach
We understand the cultural nuances of the Filipino community, providing personalized solutions.
Tailored Services
From retirement plan roll-overs to Medicare supplements, we offer a diverse range of services designed for your peace of mind.
” To provide knowledge, education and maximum support to our clients and associates.”
Boni Wagan, LUTCF
Certified Estate Advisor
Founded in June 2005, our BMWAGAN Associates, Inc. stands as a testament to the vision and dedication of Boni Wagan, who embarked on his journey in the insurance industry as a personal producer in 1985. Drawing upon over two decades of invaluable experience, Boni’s unwavering commitment to integrity and resilience paved the way for the establishment of his own agency in the early 2000s. His remarkable success in the business is attributed to a foundation built on honesty and a relentless pursuit of excellence.
What Our Clients Say
