For life insurance planning, we provide financial advisement and full-service setup of all types of life insurance policies, whether universal, term, or whole life.
Our life insurance plans include living benefits that allows access to death benefits while still living in the event of a terminal, chronic, or critical illness. Some of our plans build cash value, and is also accessible in cases of disability or unemployment to pay for unexpected bills. We discuss with you the types of insurance plans, as well as calculate your chosen policy in terms of age, income bracket, and risk tolerance in order to come up with a plan that will fit your needs. We go over the technicalities of the policy with you so we can provide guidance in structuring the plan for you to include certain benefits, such as tax-free retirement plans.