Broker Check

Life Insurance

Client Centered

Life insurance has many unique characteristics that may make it an appropriate solution for a variety of challenges, beyond those that arise at the death of the insured(s). In addition to death benefit protection, life insurance can offer:

       - Create liquidity at the time estate taxes are due to avoid the forced sale of assets  
       - Tax-deferred accumulation of policy cash values.
       - Creditor protection (in some states like Florida).
       - Tax-advantaged access to policy cash values.
       - The flexible nature of many modern life insurance policies provides a powerful means to address a wide range of personal, business, and charitable situations.

Contact us for a more in depth conversation on the uses of life insurance.