Secure Your Future Today: Simplified Issue Life Insurance and Retirement Plan Solutions

A permanent policy that provides assurance and protection for the entirety of the insured's life.

A policy that protects the policyholder for a specific period of time.

A flexible policy that allows the policyholder to adjust the amount of coverage and premiums to meet their needs.

Indexed universal life (IUL) insurance policies provide greater upside potential, flexibility, and tax-free gains. This type of life insurance offers permanent coverage as long as premiums are paid. Some of the drawbacks include caps on returns and no guarantees as to the premium amounts or market returns.

A policy that covers two lives, typically a married couple, and pays out a death benefit upon the death of the second insured. Utilized for estate planning purposes.

An insurance product that provides a guaranteed stream of income for the policyholder.

Ability to utilize tax free income solutions via various life insurance policy designs. Customized to each client situation.

SBA requires life insurance for the principals of sole proprietorships, single member LLCs or for businesses otherwise dependent on one owner's active participation, consistent with the size and term of the loan.

MPI is a type of insurance policy that helps your family either payoff the morgage entirely or make your monthly mortgage payments if you – the policyholder and mortgage borrower – die before your mortgage is fully paid off. Some MPI policies will also offer coverage for a limited time if you lose your job or become disabled after an accident.