Protect and Preserve Your Legacy
How to protect your personal assets is one of the most important decisions you’ll ever make. The reality is that life insurance is vital to anyone who values their financial security.
We provide customized term, whole life and universal life insurance for individuals and families, along with business continuity, estate preservation and/or investment solutions that can help you establish an enduring legacy — without passing on an excessive tax burden. No matter your budget, we’ll take you through your options and help you find the insurance plan that's right for you. Talk to us about:
- Estate equalization and transfer
- Succession planning
- Family limited partnerships
- Ownership and beneficiary designation
- Key person insurance
Conversion Life Insurance
Leaving group benefits? Did you have a life insurance policy with your benefits plan? We can help you convert your life insurance to an individual policy without evidence of good health or a medical exam, if you act within 31 days of termination or retirement from your employer.