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It’s called life insurance & it’s meant to be used while you’re alive.

Build a Solid Foundation for Your Financial Future

Modern financial solutions provide protection, security, and peace of mind for individuals and their loved ones.

Meet Erika

Erika Diaz Insurance & Retirement Planning Fort Myers, Florida

I specialize in comprehensive insurance products for a diverse clientele, including business owners, athletes, and individuals nationwide while being dedicated to serving those deeply committed to safeguarding & growing their businesses and retirement.    – E

Meet Erika

I specialize in comprehensive insurance products for a diverse clientele, including business owners, athletes, and individuals nationwide while being dedicated to serving those deeply committed to safeguarding & growing their businesses and retirement. – E

Most people invest in life insurance to ensure their loved ones have financial security after they're gone. But, doesn't it also make sense for those benefits to be there for you when you need them while you're still alive?

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Services

My expertise lies in helping clients create a robust and enduring financial foundation to build on into the future. For most people, this process begins with safeguarding what you already possess - your income, retirement savings, home, or perhaps even your own business. Together, we'll pave the path towards building a secure and prosperous financial future.

Tax-Free Retirement

Business Preservation

Children Investing

Living Benefits

How we've helped.

Learn about how Living Benefits have protected real clients and their families. 

"They didn't have Living Benefits back then."

At the age of 25, Steve Smith was given a frightening diagnosis of stage four Hodgkin's disease. Steve endured an aggressive treatment plan that included six months of chemotherapy and 13 radiation treatments. During his treatment, Steve had no life insurance and Living Benefits did not exist, which resulted in significant emotional and financial stress.


Now, as a survivor, Steve emphasizes that up to 70% of the American population is either uninsured or underinsured, underscoring the need for proper life insurance coverage with Living Benefits. 

Watch Steve's full story 

"I tell everyone I know about Living Benefits."

When busy mom and small business owner Natalia Oliveira began feeling pain in her back that wasn’t going away, she went to the doctor to get it checked out. Cancer was the furthest thing from her mind.


Watch as Natalia shares the story of her diagnosis and ensuing battle with Hodgkins lymphoma. Her Living Benefits life insurance policy kicked in to put $280,000 in her hands, saving her family and business from financial ruin.

Watch Natalia's full story 

“This is your future that you're thinking about.”

Latasha McCray had all of her ducks in a row - she was in perfect shape, had a great job and a financial plan for the future. But when a breast cancer diagnosis turned her world upside down, Latasha found all of her well-laid plans crumbling around her.


Watch as Latasha tells the story of how her Living Benefits life insurance plan sprung into action at the time she needed it most, leaving her plenty of money to replace her lost income and pay for all of her medical treatments en route to a full recovery.

Watch Latasha's full story 
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