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LIFE INSURANCE


Protect The Ones You Love.

Make sure your hard work is protected.

A La Carte Financial Planning

DO YOU HAVE THE RIGHT AMOUNT?

Understand what it means to be under-insured or over-insured.  Determine the optimal amount that fits your family goals.

DO YOU HAVE THE RIGHT TYPE?

There is a laundry list of choices with even more financial jargon and selling features ("this acts as a guaranteed savings account too!").  Decipher the mess and find out what fits your lifestyle and personal beliefs.

ARE YOU PAYING A FAIR PREMIUM?

Find a type a policy and premium that fits your needs, not the agent selling it to you.


WHAT'S INCLUDED

A La Carte Financial Planning

Risk Evaluation

Identify your need for insurance and what areas you are trying to protect.

 

A La Carte Financial Planning

Policy Selection

Education on the various types of policies available to you.

Individually Priced Financial Planning

Comprehensive Analysis

A comprehensive life insurance report detailing how much you need and how your estate is secured.


Our EXPERIENCE HAS TAUGHT US

No one enjoys talking about life insurance, and your experience trying to find a trustworthy person to obtain a policy can be disheartening.

We put you in the drivers seat.  Your best weapon to tackle an unenjoyable experience is education.  We help you decide what to buy, how much, and if the quotes you receive are fair.

While we don't sell life insurance, we can refer you to companies we respect.

If you are serious about getting life insurance, get out of your seat and start exercising now!

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