- Paying off your Mortgage
- Funds for educating your children
- Funds to offset your lost income for a partner
- Protecting a child with special needs
Protecting Your Family
- Money for your family at death
- Protection against loss of Key People
- Helping your heirs take over your business
- Retaining Key People for your business
Protecting Your Business
- Estate planning
- Paying for Long Term Care
- Gifts to Charity
- Protecting a grandchild with special needs
Protecting Your Legacy
- Life Insurance-Term and Permanent
- Disability Insurance
- Long Term Care-Traditional, Hybrid and Asset Based
- Annuities-Fixed & Indexed