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long term care insurance

Term

This type of limited period insurance is a great way to acquire a substantial death benefit for relatively inexpensive premiums. Once the term expires, the policy owner can choose to forgo coverage or potentially obtain further coverage.

investment grade insurance

Investment-Grade

Also known as cash value policies; whole life, universal life, and indexed universal life can provide a death benefit AND cash value that accumulates during the policyholder’s lifetime. The policyholder can use the cash value as a tax-sheltered investment, as a fund from which to borrow, as a means to pay policy premiums, or it can be passed on to heirs.

long term care insurance

Long-Term Care

The fact is 70% of people over the age of 65 will need some form of long-term care. Eliminate the financial risk of health uncertainties and burden on loved ones with asset-based plans that can offer in-home and professional facility care as well as additional benefits such as cash value not offered in traditional plans.

disbability insurance

Disability

Whether an individual is not covered under an employer, self-employed, or looking to supplement their current coverage obtained through the SDI program, disability insurance can help replace 45-65% of gross income on a tax-free basis should injury or illness prevent he/she from working.

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