Life Insurance

Life insurance is an essential product in the area of wealth management – for financial protection,  saving, for investing, and for passing on wealth to the next generation.

We offer a portfolio of products that offer short-form applications and an expedited underwriting process that allows policies to be approved at the time of completing the application. This process can be an effective solution for those who do not want to endure the process of full underwriting as well as those who may be considered a substandard risk when applying for fully-underwritten insurance.

Life insurance products can be structured as a potential solution for:

  • Estate Tax Funding
  • Funding Extended Healthcare & Long-Term Care Expenses
  • Saving for College
  • Supplemental Retirement Income
  • Wealth Transfer
  • Risk Reduction & Management
  • Executive Benefits for a Small Business

We have been an industry-leader in this space for over a decade and specialize in finding the solution that fits your lifestyle.

Products Include:

  • Term Life Insurance
  • Permanent Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Simplified Issue Life Insurance
  • Guaranteed Issue Life Insurance
  • Final Expense Insurance
  • Group Life Insurance