Whole Life Insurance
A life insurance policy that remains in force for the insured's whole life as long as premiums have been pay correctly. Cash value is based on the performance of the company's asset portfolio.
A 57-year old male owned two whole life insurance policies and one term policy with a total combined coverage of $385,000. One policy had an outstanding loan balance of $36,000. Net cash value was $38,000 and the ongoing annual premium was $9,800 per year on all three policies. His needs had changed and he no longer required the coverage for the full term. View Savings
Free No-Obligation Policy Evaluation Program
Independent expertise to provide you with an unbiased examination of your current policies to help you find better options for maximizing your premiums.
The leading independent insurance brokerage that specializes in working with mature individuals and families in the upper income bracket - so their clients can maximize their premiums and protect the heirs to their estate.
