Solving Your Financial Puzzle


Life Insurance

Life insurance helps to create security for you and your family.  Whether you want to cover estate taxes, protect your business or maintain your family’s life style after you die, life insurance products are flexible enough to meet a variety of needs.

The advantages of life insurance include:

  1. Death benefits to named beneficiaries are almost always non-taxable.
  2. An instant estate when funds are needed the most
  3. Probate costs can be avoided if you name a beneficiary other than your estate
  4. Life insurance may offer the potential for creditor protection
  5. Permanent life insurance allows you to build tax-advantaged cash value for retirement purposes or to provide liquid savings

We have access to a wide variety of life insurance options to help meet the needs identified in your financial plan. We can help you select coverage that’s right for you.

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