A number of factors could affect your accumulated wealth and assets, especially inadequacies in your financial planning. Your strategy for managing insurance, retirement plans, investments, debt and taxation needs to be optimized so you can enjoy the benefits of your hard work at any stage of your life.
Products and Solutions to Help You Reach Your Goal
Set up financial protection that also offers coverage for the assets you most wish to protect.
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Scott Young successfully built and ran the largest heating and air conditioning business in his locality. To protect it, he and his brother had a buy-sell agreement funded with life insurance.
Having built his dream country home and hobby ranch with his wife, Cathy, and two daughters, Scott also bought personal life insurance to assure his family’s financial security. Soon after he extended his business and personal coverage, a tragic accident took Scott’s life.
The buy-sell agreement compensated Cathy for his portion of the company, and the life insurance allowed the family to keep their home, which they would have otherwise lost.
Will your business and personal assets remain protected if something happens?
Importance of Life Insurance for 4 Lifestyle Groups
Eliminate the risk of losing your assets, especially if you belong to one of these groups.
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Almost About 30% of people would feel the financial impact from a primary wage earner’s death within a month.
Would the unexpected force you or your family to lose accumulated assets?
The True Cost of Life Insurance Policies
Life insurance provides your loved ones with much-needed funds in case you die, but some policies can also act as an emergency fund while you’re alive.
Contrary to what most people believe, life insurance is highly affordable. In fact, 80% of all Americans overestimate the cost of a policy.
- Those under 25 overestimate the cost of life insurance by almost 4 times its true cost.
- Those with no life insurance think it’s 3 times more expensive than it really is.
- Even those with coverage think it costs twice of what it actually does!
Understand how to get the best value from a policy and request a complimentary review of your current plan here.
As your asset base, income, goals and requirements change over the years; we will work with you to keep your financial plan on track.