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Learn the secrets about the best life insurance policies for people buying jumbo life policies and large life insurance policies. Compare the rates to see the difference.
Do you need help with your term life insurance policy that may be expiring without good options. Contact us to discuss where you go from here. 561-869-4500
Confused about the changing estate tax? We can help you plan.
High Net Worth (HNW) consumers choose permanent life insurance for many different reasons: Income Replacement: It does not matter if your income is $100,000 per year or $1,000,000 per year, the income replacement need is the same. Nor does it matter if you are 35 or 55. If your family depends on your income, life […]
Should you sell your life insurance policy? Learn more here.
Life Insurance Policy Review & Monitoring A life insurance policy review is strongly recommended every two years. For many life insurance buyers, an objective and impartial advocate always proves to be invaluable. For individuals, families or businesses, you can navigate the life insurance world with the comfort of an impartial professional. Transparency and disclosure is […]
Selling un-needed life insurance policies in the secondary market is now considered mainstream. It is a noteworthy development when class action lawsuits against life insurance companies are brought by policyholders. Should you sell an un-needed or unwanted life insurance policy? Most qualified sellers are happy to learn about the benefits of selling their policy in the […]
Term Insurance or Permanent Insurance? Which Should You Own? Watch out for the dangers of Term Insurance. Do you want to provide a guaranteed, tax-free benefit for your family or business, regardless of how long you live? Then you should own Permanent Insurance. The people pushing term insurance use a misleading slogan “buy term […]
Among High Net Worth consumers, there is a deep appreciation for permanent life insurance. You want every advantage if you currently own or may be considering a jumbo life insurance policy. The underwriting class is major factor in the pricing for: jumbo term insurance jumbo whole life policy or permanent life insurance. Getting the best underwriting […]
https://money.usnews.com/money/personal-finance/family-finance/articles/2017-07-27/3-ways-to-use-life-insurance-while-youre-still-alive?sf74224675=1 It used to be that life insurance only provided benefits to your beneficiaries. Like everything else, innovation has made life insurance far more valuable than ever before. Now you can tap the face amount of your policy if you have a health crisis. Think of it as an unfunded savings account. You could have […]