Lower Premiums and Increase BenefitsLoss of Life.
Reasons for life insurance change the closer you get to retirement. Do you have an old life insurance policy that you don’t know what to do with? We’ll help you decide between keeping it or cashing it in, and any of the tax consequences that are associated with both options. There are different ways that we can help you to leverage your old policy to help generate solutions in your new retirement plan. Often times, we can lower or completely eliminate premiums and increase death benefits for our clients. This also helps when it comes to income planning and reducing your liabilities in retirement. Life insurance is a great way to provide a lasting legacy for your surviving family. We shop the entire market to ensure we’re finding you the best rates and solutions. Let us help you set up your entire estate plan.