For your personal, estate and business needs
We assist in evaluating your need for life insurance. In the case of death, you may need cash for a variety of reasons. We review possible needs including: income replacement,educational goals, estate liquidity, and business continuation. We help you decide which type of life insurance (term, universal, whole life) is best for your situation. We analyze your existing coverage and make recommendations regarding its place in your financial plan. We monitor your changing needs over time, and update your program as appropriate. The purchase of life insurance is not a “buy it and forget it” matter.