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Home
Meet The Team
Videos
Clients We Serve
Our Clients
Do These Issues Concern You?
Women Helping Women
Client Testimonials
Our Services
Our Approach
Your Financial Plan
Investment Management
Publications
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Home
Meet The Team
Videos
Clients We Serve
Our Clients
Do These Issues Concern You?
Women Helping Women
Client Testimonials
Our Services
Our Approach
Your Financial Plan
Investment Management
Publications
Contact Us
Incorporating Permanent Life Insurance into Your Financial Plan
Incorporating Permanent Life Insurance Into Your Financial Plan
Various Types/Options
Whole Life
Universal Life
Participating
Benefits
Provides financial security
Protects the value of the estate
Tax efficient transfer of wealth
Common Features
Coverage For Life – If premiums are paid, the policy does not expire
Level Premiums – Premiums do not increase
Tax Free Benefit – Paid direct to your beneficiaries, tax free
Cash Value – Opportunity for the investment portion to grow, with the possibility to withdraw or borrow (tax implications and/or a reduction of benefit may apply)