Helping
With Life
Making a Claim
Helping Hand During Difficult Times
When making a claim, you may not know where to begin or prefer to work with one person throughout the process. Having a professional help you through the process can allow you to focus on more important aspects of life, other than having to follow up, sit on hold, resubmit documents and other various activities that come along with it. Begin your process working with a professional at no additional cost to you.
Knowing Pros and Cons of electing to cash in your policy is important.
A Few Pros of Seeking Advice When Cashing in a Policy:
- Maintain the Policy as you access the cash.
- Avoid a Taxable Event
- Prevent Surrender Charges
While those are Common, there are other Reasons to Consider Seeking Professional Advice
Purchasing Life Insurance
Which Policy Fits Your Goals
In Acquiring Insurance for your specific needs, whether individual, Family or Business, would it make sense to know what financially makes sense?
- When searching for coverage, are you seeking Cash Value Life Insurance or Term Insurance?
- Would you like to have a forced savings account that can grow safely overtime and have access to the funds for...
- Down Payment
- Home Improvement
- Debt Elimination
- Financial Difficulties
- Would the term policy benefit you to protect for a period of time, while saving for retirement?
- Would living benefits be a nice feature to have?
While answering these may not be easily done without all the information, would you agree?
Our Mission
Founded on Helping Others
Make the Process Simple, Informative and Efficient
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Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing
company. The adviser is paid commissions on the sale of insurance products.
Tax and legal information provided is general in nature and is
subject to change. Always consult an attorney or tax professional regarding your specific legal or tax
situation.