Creative Solutions for a
Shared Vision
Life insurance is often a fundamental component of any substantive planning. It plays an important role to one’s financial security in many ways from providing security for one’s family to creatively using the tax advantages that life insurance inherently has to help you create a tax-free income stream at retirement or designing the life insurance policy to provide maximum liquidity for estate planning needs and often for estate equalization purposes for business owners.
Purchasing life insurance is often daunting to many people. Our goal is to provide concierge service with ease of access and every detail covered. In addition, we have a full-time medical doctor available for confidential discussions and company selections to make sure we can obtain the best priced product for your circumstances even if you think you might be uninsurable.
As a Member of PH Robb Legacy Alliance, we provide premium financing alternatives for those who qualify. We work with a team that has had over twenty years of experience in this niche with vast resources to enable us to obtain the most competitive rates possible. Our in-house design team can design some very creative funding alternatives with payment periods ranging from five to ten years at very compelling returns.
Whatever your needs/goals may be, we take great care to evaluate best product and design to ensure you make the best long-term investment in your Life Insurance.