Life Insurance Analysis
There are various types of life insurance products in the market today. From whole life to universal life and term life insurance. Each product has a specific purpose and accomplishes a different strategy.
We look at each individual’s specific circumstance, figure out their current and future goals, and advise on what type of policy would best fit their needs.
Many individuals who have a current insurance policy with an investment component such as a whole life or universal life policy, most times do not know or understand what they purchased. We look at past performance on the policy and estimated future performances to help clients understand what they are actually paying for.