Serving our customers in Oregon, Washington, California & Nevada
"Quality down to earth service you can trust. Big enough to serve you, but small enough to know you by name. Quality in choice of products offered."
Thank you for visiting our website. T.W. Morgan Insurance Services has been serving the Northwest residents of Oregon, Washington California and Nevada since 1991, providing quality insurance products and services to our customers. We are full services Property & Casualty, Health & Life insurance agency licensed to serve our customers for: Health, Life, Disability, Annuities, Foreign Travel Medical Coverage, Trip Cancellation Coverage, Group Health & Dental. We also offer a full line of Property & Casualty insurance products serving Commercial Business and personal lines Insurance policies.
There is an abundance of resources for you to explore here. You can use one of our many calculators to work on your goals. Visit us often, because there will always be something new for you to explore. Enjoy your visit!Services We Offer Meet the Team Contact Us
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Is your estate in order? This short quiz may help you assess your overall strategy.
Military families face unique challenges, making personal finance even more critical.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?
That big list of dreams and goals isn't the only way to look at your bucket list.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.