Life Insurance with Living Benefits
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Life Insurance with Living Benefits
I began my caIreer in the financial service and life insurance industry in 2013, when wanted to find a way to serve folks in their toughest of times. My focus began primarily focused on Final Expense planning, but as I evolved and began having more in-depth conversations with my clients, I identified that people were not properly insure
I began my caIreer in the financial service and life insurance industry in 2013, when wanted to find a way to serve folks in their toughest of times. My focus began primarily focused on Final Expense planning, but as I evolved and began having more in-depth conversations with my clients, I identified that people were not properly insured for their basic needs. The largest problem I saw was a lack of education and honest assessments of what kind of insurance and how much would b needed in the event of an emergency.
As I researched the life insurance space, I began to educated my clients and myself on the additional benefits of a life insurance policy that can be customized to help you accomplish your unique goals and objectives.
Concepts such as: Life Insurance with Living Benefits, Return of Premium (ROP) and Indexed Universal Life (IUL); which provide a death benefit to your loved one while simultaneously providing accumulation potential that you can access while you are still living. All three options provide a great service to my clients and can be customized for your budget and your stage of life.
As a way to add additional value to my client interactions, I partnered with a subject matter expert in the field, Andrew Lynch with Lynch Financial Consultants. Andrew and I have worked together for many years in the service of my clients. He is an Investment Advisor, who takes a wholistic look to a client interaction. The real benefit to our clients is confidence, clarity and peace of mind in knowing that they have a plan that can encompass their entire situation now and in the future.
We love our customers, so feel free to visit during normal business hours.
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