Life insurance

In the event of death, life insurance may offer surviving family members increased financial security. As a tax-free lump sum payment, it may pay for final expenses and debts, as well as provide income for the deceased's dependents.

The advantages of life insurance may include:

  • An instant estate for your loved ones at a time when funds may be needed
  • Death benefits that are almost always non-taxable for named beneficiaries
  • Avoid probate costs if you name a beneficiary other than your estate
  • Potentially offer your loved ones creditor protection through some life insurance plans
  • Build tax-advantaged capital for retirement purposes or provide liquid savings through some permanent life insurance plans

We can help you select coverage from a variety of life insurance options to help meet the needs identified in your financial security plan.

Life insurance may play a vital role in your financial security plan - contact us today to find out how.