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 people who currently have a life insurance policy with an investment component such as a whole life or universal life policy do not fully understand how their policy works or performs. We offer life insurance policy audits. We look at past performance on the policy and project future performance to help clients understand what they actually have in place.
If designed correctly, cash value life insurance can be one of the most powerful wealth accumulations tools available today due to the tax benefits associated with it.