Life Insurance Analysis


The question is not, “Do you have life insurance?” but “What is your plan in the event of your death?”  Uses for life insurance include:

–  Create an estate and provide for those you care about.

–  Fund a business transfer.

–  Pay off a mortgage or business loan.

–  Replace a charitable gift.

–  Equalize inheritances.

What type of insurance tool you want to use is as unique as you are.  Our Advisory Services Guide outlines how we can work with you on this analysis.