Types of Insurance

Wide variety of Life Insurance policies
  • Permanent Insurance
  • Term Insurance

Uses for Life Insurance

Life Insurance has many uses:
  • Personal Uses
  • Retirement Savings
  • Business Uses
  • Estate Planning

Policy reviews are worth your time

Has it been a year or more since you last reviewed your policy? How may I help you?Is your policy still within budget? View some good reasons to make sure your policy is still right for you.

8 in 10 married parents agree It is useful to periodically review the terms, provisions and options of current life insurance policies.


  • Executive Bonus Plans
  • Split Dollar Life Insurance.
  • Deferred Compensation
  • Wealth Transfer
  • Wealth Creation
  • Buy-Sell Agreements
  • Final Expenses
  • Key Employee Life Insurance
  • Pension Maximization
  • Life Insurance in Qualified Plans
  • Charitable Use of Life Insurance
  • Section 1035 Exchanges
  • Modified Endowment Contracts
  • Revocable Life Insurance Trust
  • Irrevocable Life Insurance Trust
More About Uses for Life Insurance