The entire process– from presentation of premium projections …to policy issuance– was handled superbly, and you found me real savings.
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Estate Planning

Estate planning can be simply defined as the complete process of planning an estate. The components of a successful estate plan would include:

  • Estate creation and conservation during the owner’s life;
  • The minimization of estate shrinkage at death;
  • The creation of adequate liquidity for estate settlement costs and;
  • a plan for proper estate distribution to the owners’ heirs

We recommend that you work with professionals (estate attorneys, CPA’s, financial planners) to create your estate plan. The articles on this website are not presented as legal or tax advice, but are there to provide you with basic information to assist you and your team with your planning:

Latest News

How to Talk About Life Insurance With Your Spouse
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Your spouse doesn’t even want to think about you passing away, let alone have to sit down and actually discuss it. It’s never easy to talk about death, especially the death of someone you love. That’s why discussing life insurance with your spouse can be so difficult. But since the … Continue reading How to Talk About Life Insurance With Your Spouse

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Term Life Insurance vs. Whole Life Insurance
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Deciding which type of life insurance product is right for you can be difficult; regardless of whether you’re considering retaining your current policy or you’re shopping for new coverage, it’s important to note that there are benefits to both term life insurance and whole life insurance. Which is the best … Continue reading Term Life Insurance vs. Whole Life Insurance

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How Family History Affects Your Life Insurance Rates
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We all know how a good life insurance policy can positively affect your family—providing stability, financial security, peace of mind, etc. But have you ever considered how this relationship works in reverse? It’s true, while life insurance does wonders for your family, your family might have some not-so-desirable effects on … Continue reading How Family History Affects Your Life Insurance Rates

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