Insurance Services – Protecting What Matters Throughout Colorado Springs

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Protecting what matters most.

At Evergreen 360, our insurance services in Colorado Springs are designed to help you prepare for life’s what-ifs—while keeping your broader financial goals in mind. From life and health coverage to home and auto policies, we connect you with options that support your family, your health, and your legacy.

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Complete Insurance Solutions Under One Roof

We believe true financial planning includes more than just saving and investing—it also means having the right insurance in place. Evergreen offers a comprehensive approach that integrates insurance into your overall plan, helping you prepare for unexpected events without overpaying for coverage you don’t need. Whether you’re a young professional in Northgate, a growing family in Briargate, or nearing retirement in Broadmoor, we’re here to make sure your protection grows with you.

 

From our office in Colorado Springs, we provide planning services across El Paso County, Monument, Black Forest, and the surrounding region. Whether you’re managing a windfall or wondering how to make your retirement savings last, we’re here to help.

Coverage That Matches Your Life, Not Just Your Assets

Our insurance offerings are tailored to help you protect what matters most—your family, your health, your home, and your future. We offer the following types of insurance through trusted partners and licensed professionals:

Life Insurance

Whether for income replacement, estate planning, or peace of mind, we’ll help you determine the right type and amount of coverage based on your goals.

Health & Long-Term Care Insurance

Guidance on major medical, supplemental health, and future long-term care needs—especially important for those nearing retirement or navigating Medicare.

Home & Auto Insurance

Available soon. We’ll offer personalized recommendations to protect your home and vehicles with policies that reflect your lifestyle, location, and risk tolerance.

As independent insurance brokers in Colorado Springs, we work with multiple carriers to provide a range of competitive options—free from pressure and focused on your needs.

Why Insurance Belongs in Your Financial Plan

Most people think about insurance only when it’s required or when something goes wrong. We take a more proactive approach. By weaving insurance into your financial plan, we help ensure your coverage supports your:

  • Income strategy during working years
  • Estate planning, including designated beneficiaries
  • Tax efficiency, especially with permanent life policies
  • Retirement planning and long-term care protection
  • Home purchase or refinance through mortgage coordination

It’s not just about checking boxes—it’s about making sure your insurance serves your future, not just the present.

Licensed, Independent, and Here to Serve You

We are licensed to provide life and health insurance services in Colorado, and we’re currently expanding into property and casualty lines. That means we can offer unbiased guidance across a growing range of coverage options. We’re not tied to a single provider, so you get recommendations based on what fits—not what sells.

Our team is here to explain your options, review your current policies, and make sure you’re not underinsured, over-insured, or missing critical coverage gaps.

Is It Time to Review Your Coverage?

Life changes—so should your insurance. Here are a few moments when it’s smart to revisit your policies:

  • Recently married or started a family
  • Bought a home in the Colorado Springs area
  • Started a business or changed jobs
  • Nearing retirement or planning for long-term care
  • Haven’t reviewed coverage in 3+ years

Whether you’ve outgrown your existing coverage or aren’t sure where to begin, Evergreen can walk you through a full insurance review—always grounded in your bigger financial picture.

Common Questions About Insurance & Financial Planning

We currently offer life, health, and long-term care insurance, with home and auto coverage coming soon. We’ll help you align each type of coverage with your financial goals.

In many cases, yes. Life insurance can help pay off debt, cover final expenses, or leave a legacy. It’s also much more affordable when you’re younger and healthier.

Home and auto insurance services are launching soon. In the meantime, we can guide you through what coverage to look for and help you review your current policies for gaps.

We recommend reviewing your coverage at least every three years, or whenever you experience a major life event—such as buying a home, changing jobs, or having a child.

Brokers can compare multiple carriers and coverage options to find what’s right for you. At Evergreen, we go one step further by integrating that coverage into your full financial plan.

Schedule Your Strategy Conversation

Complete this 30-second form to receive a no-obligation consultation. We will analyze your situation and determine the best solution.

Let’s chart your path to financial freedom today.
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