Life Insurance


Life insurance has many uses, but one size does not fit all. Almost all insurance companies have now updated their life expectancy tables to reflect the fact that we are living longer.

If a person has life insurance and the policy is more than two years old, the insured may want to have a knowledgeable insurance professional review his/her policy. Assuming the insured still has his or her health, there is a very good chance the insured may be able to increase the amount of coverage they have at little or no additional cost, or even lower the cost of their current coverage.

You will likely have different life insurance needs at different stages of your life. With people working longer, customized programs are more critical than ever.

Here are just some of the reasons you should consider life insurance:

  • 1 Help replace your income and provide financial stability for your dependents.
  • 2 Help pay final expenses.
  • 3 Create an inheritance for your heirs.
  • 4 Help pay federal, state, inheritance and estate taxes.
  • 5 Make significant charitable contributions.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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Or give us a call at 734-404-6977.