Life Insurance

What Is It?

Life insurance is financial security for the people you love. Life insurance is a tax free cash benefit paid to your beneficiaries.

Life Insurance is not a popular subject. But, if you have someone financially dependent on you, this is something to think about. When the unthinkable happens, life insurance can help:

  • Cover funeral costs
  • Pay the bills and living expenses
  • Pay off outstanding debt, credit cards and the mortgage
  • Continue a family business
  • Finance future needs like your children’s education
  • Protect a spouse’s retirement plans, family estate

If you're ready to consider purchasing, our consultants will provide you with the advice to find the right type of coverage.

Who Needs It?

If you have a loved one that will suffer financially when you pass away, chances are you need life insurance because they will require the cash benefit.

Life insurance will help your family meet many important financial needs like funeral costs, daily living expenses and college funding in a tax-free manner.



My Assets

Personal Assets(?):savings, investments, other

Business Assets

Current Amount of Life Insurance

My Liabilities

Outstanding Debts(?):mortgage, credit card, car loans, etc.

Other Cash Needs(?):education funds, estate, income for X number of years

Additional Life Insurance Needed:


Call us today for a free needs analysis