Advanced Planning

In addition to the income-tax-free death benefit, some of the newer life insurance products have living benefits – benefits that policyholders and their loved ones can take advantage of before any talk of funerals. These products emphasize the “life” in life insurance. This combination of benefits available makes life insurance products a possibility for a variety of financial uses. We can assist you with some of your more advanced cases to help you see if life insurance is a possible fit for your clients’ needs.