Professional financial consultation

Protect Your Family.
Build Your Financial Future.

Opus Financial Group educates families, professionals, and business owners about life insurance strategies that protect loved ones and create financial opportunities.

Trusted Protection

Education First

Personalized Service

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Our Mission

Education-Focused Life Insurance & Financial Protection

At Opus Financial Group, we educate first, then guide you toward the right protection strategy.

Life insurance isn't one-size-fits-all. That's why education is the foundation of every recommendation we make.

We explain your options clearly, without jargon, so you understand what fits your strategy.

Trusted Advice
Expert guidance
Family First
Your protection
What We Offer

Life Insurance Solutions Tailored to Your Needs

We educate you on each option so you can make informed decisions about protecting your family and building financial security.

Term Life Insurance

Term life insurance is temporary life insurance designed for individuals and families who want affordable protection during their highest earning years. It is the most cost-effective form of life insurance and is commonly used to protect income, children, and major financial responsibilities.

Ideal for young families, parents with dependents, and anyone seeking maximum coverage at minimal cost.

Mortgage Protection

Mortgage protection insurance is designed to cover mortgage payments or pay off the full mortgage balance in the event of death or serious illness. This coverage helps ensure that loved ones can remain in their home without the burden of unexpected mortgage payments.

Provides peace of mind for homeowners who want to protect their family's most valuable asset.

Whole Life Insurance

Whole life insurance provides permanent lifetime coverage while also building cash value over time. This type of policy offers stability, guaranteed benefits, and long-term financial protection. The cash value component grows tax-deferred and can be accessed during your lifetime.

Perfect for those seeking lifelong protection with a savings component and estate planning benefits.

Infinite Banking Concept

The infinite banking concept is a strategy that leverages properly structured life insurance policies to allow individuals to build cash value and borrow from their own policy. This approach allows clients to act as their own bank, access liquidity when needed, and reduce exposure to market risk.

A powerful wealth-building strategy for entrepreneurs and business owners seeking financial control.

Indexed Universal Life (IUL)

Indexed universal life insurance (IUL) is a flexible life insurance policy designed to accumulate tax-free cash value over time. Growth is linked to market indexes while offering protection against market downturns, making it appealing for individuals seeking both protection and long-term accumulation.

Combines life insurance protection with market-linked growth potential and downside protection.

Final Expense Insurance

Final expense insurance is designed to cover end-of-life expenses such as funeral services, burial, and cremation costs. This coverage helps reduce the emotional and financial burden placed on loved ones during a difficult time, ensuring dignity and peace of mind.

Provides affordable coverage for seniors and ensures your final wishes are honored without burdening family.

Ready to learn which solution is right for you?

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Why Opus Financial Group

Why Clients Choose Us

We put education and understanding first, ensuring you feel confident in every decision you make about your financial future.

Education-First Philosophy

We believe that informed clients make the best decisions. Before recommending any product, we take the time to educate you on how different life insurance strategies work, what they can accomplish, and how they align with your specific goals.

Clear Explanations

No confusing jargon, no high-pressure tactics. We explain complex financial concepts in simple, straightforward language that anyone can understand. Our goal is to empower you with clarity, not overwhelm you with complexity.

Personalized Guidance

Every client's situation is unique. We listen carefully to your needs, assess your financial circumstances, and provide tailored recommendations that fit your life stage, risk tolerance, and long-term objectives.

Commitment to Your Success

We're committed to helping families and professionals make informed decisions that protect their loved ones and build lasting financial security. Your success is our success, and we're with you every step of the way.

Ready to Take the Next Step?

Let us help you understand your options and find the right life insurance solution for your unique situation.

Schedule Your Free Consultation

Now That You Understand Your Options

Let's find the right life insurance solution for your unique situation. Request a free quote or consultation—no pressure, just clear guidance.

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Ready to Secure Your Family's Future?

Whether you're exploring your options or ready to move forward, we're here to help. No question is too small, and no situation is too complex. Let's start the conversation.

Your information is confidential and will never be shared with third parties.

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Take the first step toward protecting your family and securing your financial future. Fill out the form below or contact us directly.

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Contact Information

Phone

860-881-9330

Address

360 Bloomfield Ave, Suite 301
Windsor, CT 06026

Office Hours

Monday - Friday: 9:00 AM - 6:00 PM

Saturday: By Appointment

Sunday: Closed