Life insurance is the core product in our product mix. Life insurance is the main tool we distribute to deal with estate planning and wealth transfer. Of course there are many other solutions that life insurance creates including paying final expenses and death taxes, creating inheritances or charitable contributions, or even creating a source of savings through tax deferred (or tax exempt*) interest and borrowing capacity.
We distribute products for the following life insurance carriers.
LIFE INSURANCE RESOURCES:
- The Life and Health Insurance Foundation for Education (LIFE) has produced
- The American Council of Life Insurers has produced a brochure entitled What You Should Know About Buying Life Insurance