Did you know that 90% of insurance policies were set up to fail?
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Is Your Family’s Lifestyle Insured?
Families who depend on a spouse for their income should find themselves asking what safety nets they have in place to protect this income. How does one prepare for a significant liquidity need arising from the death of the family’s income provider?
Here are some questions we help our clients answer and plan for:
- What is the present value of your family’s income provider?
- What is the future income need for your family?
- How can we guarantee this income for life regardless of the economy or market conditions?
- What is the most efficient way to protect our family’s income and can you afford to do so?
Contact us to find answers to these questions and learn from an experienced advisor how to guarantee your family’s income needs and eliminate all variables.
The way we work with our clients and their advisors has been highly revered for decades. We take a unique approach, as we allow our clients and their advisors to utilize us as specialists, rather than general financial planners. In fact, many of our referral sources other than our clients are CPA’s, attorneys, financial planners, as well as other life insurance agents.
The foundation of our planning philosophy is to truly understand the existing plan that our clients have in place while uncovering our clients’ unique philosophies and goals. We provide a financial planning audit, uncovering any current and future risk exposures that may threaten our clients’ goals. Rather than competing with our clients’ advisors, we compliment their work by engaging them in a collaborative role to serve the clients’ specific needs.
Our role is very clear: to assess all current and potential financial risks that could affect our clients’ wealth. Once these risks are identified, we provide our clients with all of their options to uncover the best strategy and vehicles to protect their wealth. We provide our clients with unmatched flexibility when it comes to transferring their wealth, allowing them to ensure their legacy.