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With access to more than 30 top life insurance companies, I obtain the best options for each situation based on the evaluation of coverage needs and the specific requirements of the client.
The process of buying the policy can be completed 100% online, within the underwriting and acceptance guidelines established by each insurer and its own investigation of the medical history (depending on the face amount).
LIFE INSURANCE
Term (yearly renewable or with a level premium period)
Indexed Universal
Variable Universal
Whole Life
Group plans
ANNUITIES
Fixed (immediate and flexible with a single payment)
Variable (immediate and flexible payment)
Group (pension plans)
Indexed
DISABILITY INSURANCE
LONG TERM CARE INSURANCE
Some applications:
+ Mortgage or credit guaranties,
+ Business continuation strategies,
+ Coverage for key employees,
+ Buy-Sell or cross-sale contracts between business partners (due to death or disability),
+ Business succession plans,
+ Deferred compensation plans,
+ Educational savings funds,
... and many more.
The service offered is not a legal or tax advice. Any tax information provided may not be used by any taxpayer for the purpose of voiding penalties that may be imposed under the laws in force. The information provided is used to support the promotion or commercialization of the services or transactions presented here. It is recommended that you additionally obtain independent legal or tax advice based on your particular circumstances.
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