Welcome

The Lake Benefits Agency is committed to assisting you with your retirement plans to grow and protect your estate - ensuring a legacy for you and your family by creating a

GUARANTEED - PREDICTABLE - SUSTAINABLE

RETIREMENT INCOME FOR LIFE!


OUR 

G.P.S. 

WILL GUIDE YOU  TO YOUR
 
RETIREMENT DESTINATION SAFELY


ANNUITIES 

IRA, ROTH IRA, STRETCH IRA

*** STUCTURED SETTLEMENTS *** 

LIFE INSURANCE

WEALTH TRANSFER

LONG TERM CARE

MEDICARE SUPPLEMENTS

 
I am proud to say the clients I have worked with for the past fourteen years have not lost a nickel of their retirement income.  They know me as "The Safe Money Man". 

 Relationships like these don't just happen. 
They  are based on my client's knowing that I

 UNDERSTAND
 
their financial goals,

 RESPECT
 
their wishes,
 
while providing services to them with the highest

INTERGRITY and  HONESTY

**************

"The finest compliment I can receive

is a REFERRAL from my clients!"


Lou Mintzer
Independent Agent/Broker
Retirement Income Planner

Serving the Mooresville, NC  
and Lake Norman area
since 1997



 (704) 663-5814


lmintzer@thelakebenefitsagency.com