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Insurance and Income Protection Services in Bismarck, ND

Ballin’ Together Financial provides insurance-based solutions designed to protect income, support families, and help clients navigate complex systems with confidence.

Our Services

Investment advisory and portfolio management

Insurance Solutions

Life Insurance (Term, Whole, Universal)

Health & Disability Plans

Annuities & Retirement Income Products

Tax-Efficient Wealth Sheltering for High-Net-Worth Clients

Access to private equity and private credit markets

Government Financial Guidance

ND State Contract Partner for financial counseling & literacy programs

Tailored guidance for individuals, veterans, and small businesses

Investment advisory and portfolio management

 Fund Management

Opportunity Zone Fund: Revitalizing communities across ND & MN

Private Equity Sports Fund: Investments in NBA and WNBA franchise-related assets

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We support financial empowerment by providing accessible financial literacy education for community members and WSI clients. Our workshops cover essential topics, including budgeting, credit management, saving, and financial planning, providing practical tools that can be applied immediately. In addition to group sessions, we offer one-on-one financial counseling tailored to individual goals and circumstances. Our educational programs are designed to build confidence, strengthen financial decision-making skills, and promote long-term financial stability. Through this comprehensive approach, we help individuals and families achieve greater financial resilience and economic success.

Let’s Create a Financial Plan That Works for You

Whether you’re new to investing or seeking expert strategy for complex needs, our advisors are ready to help.

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Indexed Universal Life (IUL) Insurance
Universal Life (UL) Insurance
Term Life Insurance
Permanent Life Insurance Reviews
Policy evaluations and restructuring
Income replacement strategies
Living benefits education (chronic, critical, and terminal illness riders)
Individual and family health insurance support
Coverage education and plan comparisons
Assistance understanding benefits and coverage options
Guidance during life changes or employment transitions
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Annuities & Income Planning (Insurance-Based)

Fixed and indexed annuities
Education on guaranteed income options
Retirement income protection strategies
Risk-managed, insurance-based income solutions

Annuities are insurance products designed to provide income and stability, not investment advice.

WSI & Insurance Navigation Support

Guidance navigating Workforce Safety & Insurance (WSI) processes

Help understanding insurance correspondence and benefit timelines

Assistance organizing documentation related to injury claims

Education on rights and next steps during recovery

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Government Program Guidance (Supportive Services)

Assistance identifying and applying for programs such as:

SNAP
Energy/utility assistance
Childcare assistance
Housing support
Document organization and deadline tracking

Get personalized insurance guidance for your situation.

24/7 appointment-based availability

© 2026 Ballin’ Together Financial LLC