Life Insurance

FINDING THE RIGHT PLAN FOR YOU

With so many choices to make when it comes to types of insurance, the process can be overwhelming. That’s why we’re here to help you find a plan that will meet your needs.

Life insurance policies work a little differently than most insurance plans. Instead of paying a fixed premium for coverage, you’re paying into a cash value life insurance plan that accumulates funds in your name.

If you’re ready to take the next step and enroll in a cash value life insurance policy, David can help. We’ll walk you through the types of plans, including the pros and cons of each, and help you choose a plan that’s right for your future.

Choosing the Right Insurance Plan

There are so many life insurance policies to choose from, so it’s important to work with a financial advisor who can properly guide you. Some of the most common life insurance policies include:

  • Whole life insurance
  • Universal life insurance
  • Variable life insurance

Each has its own characteristics and benefits, but their goals are the same: to provide your loved ones with financial security after you pass away.

FORGE YOUR OWN LIFE INSURANCE PATH

For more information about adding life insurance to your retirement plan and to download your copy of Life Insurance as an Asset Class, fill out the form below.