Life Insurance

Do you have money saved in the bank, or in annuities or mutual funds, that you would like to pass to your heirs on a more tax-efficient basis?

Are you interested in multiplying the amount that is eventually passed on to your heirs?

Have you or your family been involved with or assisted in paying for a loved one’s funeral? If so, how were the expenses handled?

Have you made any arrangements to take care of final expenses?

If any of these questions got you thinking more or brought up some questions of your own, I would encourage you to call me. We can explore some life insurance options that I think would benefit you and your family.