Life Insurance

Most people do not like purchasing life insurance, but life insurance is the primary foundation of any financial planning strategy; that is why we take pride in educating our clients to understand the benefits of various life insurance options and how to benefit by using specific policies while living and also make sure you are covered with the amount necessary in the event of an untimely passing.

The policy type I am referring to (which we will further discuss/in our meeting, has the following benefits:

Tax-free accumulation of wealth
Cash growth is pegged to the S&P 500 stock index
There is NO downside risk (your money never goes backward due to market downturns)
Tax-free use of the cash as a supplemental retirement vehicle
A free long-term care benefit
A free critical-illness benefit
A free terminal-illness benefit

Do the above benefits sound like a life insurance policy you’ve ever heard about?

If not, and if you would like to learn more about it, schedule a time here for an in-depth discussion.

The basics of life insurance

We believe that more people would warm up to life insurance if they understood how it works and why one policy over another can benefit. In the material, you can learn about the main types of life insurance and why you might prefer to use one kind of life insurance over another. Click on the links below to bring up a summary of each.

Before you are ready to thoroughly discuss the different types of policies and which one may be a good fit for your situation, we recommend you click here to read a nice summary of the various aspects of life insurance policies.

Thank you, and I look forward to our scheduled meeting/call!

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