Agile Insurance Strategies

Insurance Risk Management​


"Listening intently to the concerns of customers, and carefully assessing their needs, and educating them on proposed strategies will help them make informed decisions.  When people know better they oftentimes do better."  

--Terry D. New

Let us help you with your life insurance risk management needs.

Individual and Family Solutions

Life Insurance

Mortgage Protection

Extended Care Options 

Wealth Protection

1035 Exchange

Charitable Giving

Legacy Planning

Small Business Owner Solutions

Life Insurance 

Extended Care  Options

1035 Exchange

Wealth Protection

Key Person/Employee Insurance

Cross-Purchase Insurance for Partners

Charitable Giving​

Other Services for Individuals and Families

Policy Reviews

Virtual Seminars

Virtual Consultations

Other Services for Small Business Owners

Policy Reviews of Business Owners

Virtual Business Owner Seminars

Virtual Consultations

For more information or to make an appointment by email form, click here.

Terry D. New


Looking forward to meeting you

What our customers are saying

I'll Just say this, working with Terry was a great experience.  She listened and demonstrated that  

she really cares.  She took the time to teach and didn't make me feel awkward 

about what I didn't know." 

B. Evans, Washington, DC

Member of

American Classic Agency