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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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.
If you find it hard to attain personal life goals, there’s an app for that!
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a crash course on saving for college.
If you died, what would happen to your email archives, social profiles and online accounts?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?