Life Insurance

There are many reasons to purchase life insurance. Life insurance can help to secure your business or your family’s future by providing money in the event of unforeseen death. It is also a versatile product that can be used to help fund future needs.

Life insurance can be used to:
  • Fund a business buy-sell agreement to purchase a partner’s shares in your business.
  • Protect your family by maintaining a standard of living for those who depend on you.
  • Diversify your investment portfolio, as cash grows tax free within certain insurance policies.
  • Fund for estate tax needs.
  • Provide a supplemental income stream in retirement.

Our firm will work with your estate planning team in order to tailor a plan that meets your unique financial objectives.

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