Did he have life insurance? How a million dollar life insurance policy could save your family from the next “go-fund-me” request.

Did He Have Life Insurance? How A Million Dollar Life Insurance Policy Can Save You! Seriously, how many times have we seen “go-fund-me” requests for funeral expenses? A funeral in 2021 can cost 10-50K…really! I hate seeing these..yet always donate but can’t help but tell myself…they could have been prepared!  Just takes a bit of…

Why Work With US

Why Work With Us Our strengths: Small business where EVERY client matters and is important to us. We want you to be our client forever-excellent service. We have a proven record of trust with over 33 years in business. Family owned We have relationships with ALL the top rated insurance companies to get you the…

Wealth Transfer Using Life Insurance

Wealth Transfer Using a Life Insurance Policy I know what your thinking…a life insurance policy? For wealth transfer? Yes!.. Let me explain Typically you think of getting a life insurance policy to protect your family or business if you die.  Also consider that it can be used to generate and transfer wealth onto your children/grandchildren…

Life Insurance for Income Replacement

Using Life Insurance For Income Replacement: You Probably Didn’t Know? Few things get me more excited than when I get to explain how to use life insurance as a tool for income replacement. Really???? Really!!!….. These type of policies are Permanent/Whole life policies;  they provide options for wealth building, protection of assets for loved ones and income…