Navigating Life Insurance
Life insurance can meet the needs of many different goals. With many options, confusion can set in. Rather than casting a net to get quotes, it is import to consider WHY you want a policy and WHAT it is for. These factors should be considered when getting a quote. Designing a policy depends on it's purpose:
- Income replacement and/or debt liquidation for those financially dependent on you
- Tax favored cash value accumulation
- Estate Tax liquidation
- Gifting and Inheritance planning
- Business Succession
- Key Employee
And more! With access to over 60 insurance companies, we first evaluate what the need is and then match a policy designed for that purpose.