Throughout your entire life, there may be a need for life insurance. Whether you’re single, newly retired or any stage in between, life insurance can be an important tool in your financial toolbox.
Life insurance is love insurance. Whatever stage of life you’re in – tying the knot, expecting a baby, ready to retire, and everything in between – protect the ones you love with life insurance
Over the years Congress has included many provisions in the tax code that gives life insurance important income tax and transfer tax benefits. These tax benefits can add to the financial security and flexibility life insurance provides to policy owners and beneficiaries.
In the event of the loss of a loved one, financial matters are the last thing occupying your mind. Our support staff is highly trained to work with life insurance policy beneficiaries.