Life Insurance Planning

Life insurance is a very important tool, but one that is frequently misused. If life insurance is a crowbar and we need to drive a nail into a board, then we are using the wrong tool.

When was the last time you reviewed your life insurance with someone other than the person who sold it to you?

That crowbar can be very useful however, and like the crowbar, life insurance offers leverage.

Lack of liquidity is common - through lack of proper planning - at the death of a business owner. Life insurance creates immediate capital: capital to buy out your partner's interest in your company in the event of their death, capital to fund your family's everyday expenses when you are gone, and capital to pay estate taxes.

Tell us where you want to go, we can help you get there.

start planning your financial future today

Get in Touch