About O’Rourke Life & Retirement

At O’Rourke Life & Retirement, we help families, individuals, businesses, retirees, and pre-retirees protect what matters most — their wealth, legacy, and peace of mind. Our specialized teams provide comprehensive, personalized financial services, including strategies for estate planning, business succession insurance, long-term care, wealth transfer, legacy protection, and safeguarding your loved ones. We also offer annuities for lifetime income and handle hard and complex cases requiring advanced planning and expertise.

We work directly with top-rated insurance carriers and through trusted national insurance networks that have supported advisors and clients since 1976. This gives our clients access to exclusive products, competitive pricing, and tailored coverage options — all without middlemen, call centers, or selling your personal information. You get direct savings, better protection, and the personal service of your local, independent insurance agent.

We help you protect what you’ve built—your wealth, your retirement, your legacy. Whether you’re planning ahead or looking to safeguard your assets today, we offer trusted guidance and customized solutions in life insurance, annuities, Medicare coverage, health & disability insurance, long-term care and retirement income solutions. Our goal is simple: to give you clarity, confidence, and control over your financial future.