Estate Planning
Most clients will accumulate significant assets over their lifetimes. Help address your clients’ death benefit needs and find smart, affordable estate planning solutions.
Paying for College
The primary purpose of life insurance is to provide a death benefit to beneficiaries. It can be designed to meet your clients’ changing needs with features such as flexible death benefits and flexible premiums. Death benefit protection can make life insurance an attractive choice for establishing a self-completing plan to help fund a college education. Permanent life insurance that can accumulate cash value may be used to help pay for college costs.
Life Changes: It’s time to review your policy
Life changes. Your lifestyle increases. Your income increases. Bills increase. Life Insurance changes. Take time to review one of the most valuable assets you own; Life Insurance.
Key-Person
Most companies have a person(s) whose skills are vital to the success of the business. A key-person may be an owner, partner, or employee without whom the business would suffer serious consequences.
Executive Bonus
An executive bonus arrangement can be a powerful, yet simple way to provide a valuable benefit for company owners and key employees. It can help reduce turnover of key employees that could result in significant financial losses
Understanding an IUL