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Planning Protecting

Many people who have worked hard to build wealth feel it is important to leave something to the next generation or a cause they care about. For many clients, life insurance offers a flexible and efficient way to ensure a financial legacy for the people who matter most to them.

Design & Benefits

  • You may be unsure about how much life insurance you need. Your financial professional can help you determine the right amount and type of coverage to meet your protection needs while staying within your budget.

What is Life Insurance?

Let's chat today about life insurance. We know that phrase can be a little scary, but have no fear. You'll leave with a good idea of whether or not you actually need it after hearing from a financial planner, Tyler.

Three Questions To Ask When Planning For Life Insurance

1. How much insurance is the right amount?

Every person's life insurance needs are unique, and therefore it's important to take an individualized approach when determining just how much insurance you need. Typically, clients like to be certain that they have enough coverage to pay off debts, to provide a college education to their children, and to provide income for their families in their absence. Although this is a good start, this may undermine the true value that a person has on those around them. Collaborating with a financial advisor to find the perfect amount of life insurance for you can be the first step in protecting your family.

2. Which type of insurance?

From term to permanent to variable to universal life insurance, there are a plethora of options to fit every individual situation. Having someone that is knowledgeable about these options can make the difference when choosing a product that's right for you. A financial advisor can educate you on these different choices and help you make better decisions.

3. What company is the right fit for you?

There are hundreds of carriers in the marketplace, each with their own niche. Choosing a strong company that has withstood the test of time is important to protecting your family in both the short and long term. Our financial advisors can help you decide which company is best fit for your needs.

Need an example?

Download our example of how creating a life insurance layering strategy helped provide the right coverage for this family! Download Here

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