We’re not just insurance experts. We’re your resource for financial planning as well. The two go hand in hand; insurance is a key component of any sound, long-term financial plan. We can help you tap the full investment and fiscal protection potential of your insurance policies, to help you live the life you want now. And as your personal situation changes, thanks to marriage, children or job changes, we work closely with you to adjust your insurance and investment plans to suit your new needs. We specialize in all major forms of life insurance and multiple financial tools, including:
Term Life Insurance
An affordable way to protect your heirs for a specified amount of time, term life guarantees benefits for a period of 10, 20 or 30 years. We can help you navigate your options and decide what length term will meet your family’s needs now and down the line.
Whole Life Insurance
If you’re at a certain point in your life, you might think of life insurance as little more than a needless expense or a morbid afterthought. But the fact is that life insurance can be a powerful investment tool while providing important financial protection for your family in the event of the unexpected. We’ll help you shape a whole life insurance policy that can help you build cash value that is usable during your lifetime, providing equity and ensuring your expenses are covered.
Long-Term Care Coverage
70% of individuals over the age of 65 will need long-term care, and unfortunately the majority of these expenses are not covered by traditional health insurance, Medicare or Medicaid. We can help you navigate the options and put together a plan to pay for the help you may need.
Annuities
Annuities are long-term investment products designed to provide you with steady income once you have retired. We can help you decipher the benefits and risks of the three main types of annuity – variable, fixed and equity-indexed – and determine which annuity best suits your retirement needs and your investment strategy.
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