Business Details
28 Years
experience
Your Trusted Financial Partner in Columbia, TN
Since 1998, Bedwell Financial has specialized in conservative wealth creation strategies for individuals, business owners, and corporations across nine U.S. states. Our approach focuses on safety and guarantees through annuities, life insurance, health insurance, and the Infinite Banking Concept, helping clients build tax-free retirement plans and financial security. With over 15 years of experience, we prioritize personalized service and proven methodologies to reduce debt, maximize returns, and empower clients to control their financial futures.Our team holds deep expertise in permanent life insurance as a wealth-building tool, offering liquidity, guaranteed growth, and estate protection. We maintain licensing in Tennessee, Alabama, North Carolina, Indiana, Missouri, Pennsylvania, Connecticut, Maryland, and Florida, serving clients with transparent, client-centric solutions.
Services
Annuities
Term Life Insurance
Permanent Life Insurance
Infinite Banking Concept
Health Insurance
Dental Insurance
Vision Insurance
Wills & Living Wills
Power of Attorney
Medicare Supplements
Details
- Year established: 1998
Highlights and features
- 25+ years of conservative financial strategy experience since 1998
- Specialize in Infinite Banking Concept with proven wealth-building frameworks
- Offer guaranteed returns through annuities and permanent life insurance
- Licensed in nine states with nationwide client experience
- Focus on tax-free retirement planning and debt reduction strategies
What people say
Excellent mentorship
Clear system explanations
Maximum policy returns
Conservative approach
Confident decision-making
Services
Annuities
Annuities provide guaranteed income streams for retirement through contracts with insurance companies. We help clients select fixed, indexed, or variable annuities tailored to their risk tolerance and financial goals. Our conservative approach ensures predictable growth while protecting principal investments.
Term Life Insurance
Term life insurance offers affordable death benefit protection for specified periods. We assist clients in choosing appropriate coverage amounts and terms to safeguard dependents while maintaining cost-effectiveness compared to permanent policies.
Infinite Banking Concept
This wealth-building strategy uses permanent life insurance as a personal banking system. We teach clients to recapture interest payments, reduce debt, and create tax-free retirement funds through disciplined policy loans and cash value accumulation.
Health Insurance
We provide ACA-compliant health insurance solutions including Medishare plans and Blue Cross Blue Shield options. Our services cover individual and group plans with year-round enrollment capabilities to ensure continuous healthcare access.
Estate Planning
We offer comprehensive estate planning services including wills, living wills, and power of attorney documents. Our approach ensures clients maintain control over healthcare decisions and asset distribution while minimizing legal complexities for heirs.
People
Joe F. Bedwell
President
Joe Bedwell has specialized in conservative financial strategies since 1998, teaching the Infinite Banking Concept nationally. He holds a Business Administration degree from Freed-Hardeman University and focuses on personalized wealth creation solutions.
Questions
What financial services do you specialize in?
We specialize in annuities, life insurance, Infinite Banking strategies, health insurance, and estate planning documents tailored to conservative wealth-building goals.
How does the Infinite Banking Concept work?
This strategy uses permanent life insurance policies as personal banks, allowing you to borrow from your cash value at favorable terms while continuing policy growth.
In which states are you licensed?
We hold licenses in Tennessee, Alabama, North Carolina, Indiana, Missouri, Pennsylvania, Connecticut, Maryland, and Florida.
Do you offer retirement planning services?
Yes, we create tax-free retirement strategies using annuities and permanent life insurance with guaranteed returns and liquidity options.
What estate planning documents do you provide?
We offer wills, living wills, healthcare power of attorney, and financial power of attorney documents to protect your legacy.
