Broker Check

Dierdre Collins, MSFS, RFC
Tim Murphy, AIF, RFC

 

Life Insurance Solutions

Life Insurance is a complex combination of legal, tax, and economic elements. But basically, it is a wealth creation tool that helps you accumulate the desired amount of liquid capital at death. Depending on the type of insurance, it may also create more or less capital for lifetime needs. Through capital creation features and tax advantages, insurance can be used to solve a host of personal and business needs and should be viewed as an asset.

We’re here to audit your current Life Insurance portfolio and to help you develop comprehensive managed risk planning solutions based on needs, goals, and objectives. There is a wide variety of life insurance policies as well as extensive applications for both personal and business planning. There are two primary categories of life insurance: Term and Permanent. However, there are several different types within each category.

Life insurance generally includes the following: 

  • Income Replacement/Survivor Needs
  • Wealth Transfer
  • Estate Planning
  • Business Continuity Planning
  • Buy Sell Strategies
  • Key Man Strategies 

We encourage you to fill out our Life Insurance Evaluation Worksheet and return via fax or email for a complimentary analysis.

Contact us today.

Insurance guarantees are based on the claims-paying ability of the issuing insurance company.