Life Insurance Planning

Life Insurance Planning


Life insurance is about family.

Whether you are selling a business, giving to your favorite cause, or simply want to protect your wealth there is a Life Insurance product that can help.

We are proud to work with the strongest life insurance companies in the business to build a plan to works for you.

Many solutions will help limit or reduce your tax burden*.

Please contact our office today to discuss how life insurance can help plan for your family’s future.

*We recommend working with a Certified Public Accountant while reviewing life insurance plans for the best advice on how insurance can reduce or defer taxation.

Common uses are:

  • Sale or transfer of a business.
  • Estate Planning.
  • Charitable giving.
  • Family Protection.
  • Income protection.

We provide the following products:

  • Term Life Insurance.
  • Single Premium Whole Life Insurance.
  • Disability Insurance.
  • Annuities – Fixed.
  • Annuities – Indexed .