Life Insurance Planning

Life insurance is about family.

We recommend carrying individual term life coverage to provide for your family if something happens to you.   A 20 or 30 year term policy will provide affordable protection and ensure you’ll be able to provide for them.  

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 .