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Serving our customers in Oregon, Washington, California, Montana, Idaho & 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, Montana, Idaho, 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!

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Helpful Content

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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