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Life Insurance

In addition to the many assets that make up a family’s or an individual’s wealth, Life Insurance is an important asset. As an integral tool to financial planning, life insurance provides financial support at a time when it is, often, needed the most.

For a Business Owner, it can provide capital in the form of a Business Continuity Plan; or as a Sinking Fund for Emergencies; or Key People Compensation Plans to assure the on-going success of your business.

For a Successful Individual, there are Family Wealth Transfer issues, and of the many complex events associated, one of the major ones is taxation. We can show you how to accomplish your goals in a tax-efficient manner and ease some of the hardship when that time comes.

Primary Focuses:

  • Key-man Compensation Plans
  • Deferred Compensation Plans
  • Buy/Sell Funding Applications
  • Family Wealth Management