Mdlifeins

MDLifeIns is an independent insurance and retirement-planning practice led by licensed agent Dan Walsh and based in Brookeville, Maryland. Serving families since 2010, the practice works with clients nationwide by phone, online meeting, or in person. Its approach brings insurance, retirement income, tax planning, and estate considerations together in a coordinated strategy, with recommendations tailored to each client’s needs.

MDLifeIns offers term, whole, universal and indexed universal life insurance, as well as no-exam, mortgage-protection, and final-expense coverage. Its annuity options include fixed, fixed-indexed, immediate, multi-year guaranteed, and longevity annuities, along with income planning and retirement-account rollover guidance. The practice also specializes in long-term care insurance, including traditional monthly-premium and hybrid policies, with coverage options for home care and other care settings.

Additional services include retirement income planning, IRA strategies, Roth conversion and required minimum distribution planning, tax-efficient retirement guidance, and estate and legacy planning. MDLifeIns also helps federal, state, and local public-sector employees consider pension, TSP, survivor-benefit, and health-benefit decisions.