LIFE INSURANCE & RETIREMENT SOLUTIONS
Life is at the core of all existence, and we must fight to protect it. Life insurance is a great way to give a gift of protection to those you love. Retirement plans are a gift for yourself - a hard-earned way of preparing for the future. While life insurance fills a role that most are familiar with, it also can be used to maximize your investment income and give you the ability to divert funds toward college education. Trust us to work with you on developing the right portfolio for you, your lifestyle and future.
Term Life is best if you want to make sure you have coverage for a large, short-term expense (like a mortgage) or are on a limited budget. The length of coverage can vary from 10 to 30 years, and provides affordable coverage at a flat rate.
This coverage can adapt to your changing lifestyle by being able to change over time. It provides permanent Life Insurance options as well as the ability to adjust benefits and cost to fit evolving budgets and needs.
Our Life Insurance Retirement Products can help you maximize your investment income. This product is a great tax efficient way to supplement your retirement income through Life Insurance.
Whole Life sounds like the name - it sticks with you throughout your whole life as long as you continue to pay into it. Unlike Term Life, the coverage doesn't expire after a set amount of time. This means the value of the policy can increase as you pay into it.
We understand the desire and hope to provide the means and access to a great education. Investing in a 529 Plan to help offset the cost of education for the current and future students in your life.
We want to work with you in developing a custom retirement plan. This can mean rolling over a 401k plan from a previous employer, starting a ROTH IRA, or even creating your own annuity.