I help individuals and families find life insurance that fits their budget and their needs. That includes final expense (burial) coverage, term life, whole life, and indexed universal life. My job is to listen, explain your options in plain language, and help you choose coverage you actually understand. No pressure.
Pick a time that works for you and we will talk through your options, with no obligation: Book a call with Sam
If you would like to hear from me by text about your insurance coverage options, appointment reminders, and follow ups, you can sign up with the form below. Texting is optional. You can still call or book online without it.
Last updated: November 11, 2026
Sam Financial Services ("we", "us") respects your privacy. This policy explains what we collect when you contact us, book a call, or sign up for text messages, and how we use it.
Information we collect. Your name, phone number, email address, state, and anything you choose to tell us about your coverage needs.
How we use it. To reply to your questions, schedule and remind you of calls, provide insurance quotes and information, and follow up about coverage you asked about.
Text messaging. If you opt in, we send text messages about your insurance coverage options, appointment reminders, and follow ups. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
Sharing. We do not sell your personal information. We share it only with service providers who help us run our business (for example our messaging and scheduling software) and with insurance carriers when you ask us to quote or apply for coverage, or when the law requires it.
Security and retention. We use reasonable safeguards to protect your information and keep it only as long as needed for the purposes above or as the law requires.
Your choices. You can ask us to update or delete your information, or stop texts or calls, at any time by replying STOP or contacting us at (602) 691-7699.
Last updated: November 11, 2026
By using this site you agree to these terms. The information here is general and is not an offer of coverage. Coverage, pricing, and eligibility depend on the insurance carrier and your individual circumstances.
Text messaging program. Sam Financial Services sends text messages about life insurance and final expense coverage options, appointment reminders, and follow ups to people who opt in. Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to cancel at any time and you will receive one final confirmation message. Reply HELP for help or call (602) 691-7699. Carriers are not liable for delayed or undelivered messages.
Licensing. Sam Financial Services offers insurance only in the states where we are licensed: Arizona, Texas, Ohio, South Carolina, South Dakota, and Maine.
Contact. Questions about these terms or your privacy: (602) 691-7699.