Protect the people who count on you. As a local independent agency, we shop Term, Whole, and Final Expense Life Insurance across many top-rated carriers to fit your family and your budget. Serving Charlotte since 2006.
A captive agent pushes their own company's life policy whether or not it's the best deal. As an independent agency, we compare Term, Whole, and Final Expense coverage across many top-rated carriers, match the amount to what your family actually needs, and find the best rate for your age and health — including no-exam options. Honest guidance, no pressure.
Individual and family plans, subsidies, and open-enrollment help. We know which plans use Atrium Health vs. Novant Health networks, so your doctors stay in-network.
Advantage, Supplement (Medigap), and Part D — explained in plain English for Charlotte retirees.
Term, whole, and final expense to protect your family's future.
From Uptown condos to Ballantyne and Steele Creek homes — bundled to save.
Affordable add-on coverage to round out your protection.
Coverage and planning for Charlotte business owners and savers.
Our office is on Toringdon Way in South Charlotte, minutes from I-485 and Ballantyne — but we serve all of Charlotte and Mecklenburg County. Call, email, or sit down with us in person. You'll talk to a real local person, not a 1-800 queue.
3540 Toringdon Way, Suite 200
Charlotte, NC 28277
Mon–Fri, 9:00 AM – 5:00 PM
Get directions
"My experience with Billy was perfect. My husband passed away and I needed individual insurance by year's end. Billy helped me find the best insurance for my situation — and it's affordable. Caring, listening, knowledgeable, and professional."
"Billy has provided outstanding service navigating the complex world of Medicare plans! He responds quickly, communicates clearly, and has the utmost patience. He and his team are efficient, kind and always professional."
"Mr. Jordan patiently walked me through the entire process. The option I chose will save me $200 per month in my premium and it is a better policy than I had previously. I highly recommend Billy Jordan."
"Billy has been taking care of my family insurance for 3 years now. It is always painless, professional and makes my family feel cared for. Another agency was going to charge me HUNDREDS more. Grateful I trusted my instincts."
"Outstanding customer service with super fast response time. Billy has helped me with landlord, renters, auto, and health. When my health carrier pulled out, he notified me a month in advance and found me a new plan. Highly recommend."
"The Jordan Insurance Agency is very professional and caring about their customers. They listen and truly seek to understand your needs. You are definitely heads above the rest!"
Term, Whole, and Final Expense Life Insurance. As an independent agency we shop multiple top-rated carriers to match the type and amount of coverage to your family's needs and budget.
Term Life covers a set period (often 10 to 30 years) at the lowest cost — ideal for replacing income while you have a mortgage or kids at home. Whole Life lasts your lifetime and builds cash value. We walk you through both for your situation.
A smaller Whole Life policy designed to cover funeral and end-of-life costs so your family isn't left with the bill. It's popular with Charlotte seniors and is easy to qualify for.
A common starting point is 10 to 12 times your annual income, plus any mortgage, debts, and future costs like college. We calculate a real number for your family rather than a guess.
Not always — many carriers offer no-exam policies. We match you to a carrier that fits your health profile and how quickly you need coverage.
Nothing extra. You pay the same premium as going direct to the carrier; our help and ongoing service are included.
Talk to a local agent who'll find the right coverage and the best rate for your family — no cost, no pressure.
Call (704) 926-7565
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(704) 926-7565
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(980) 206-3356
