Once we figure out the purpose of life insurance then picking the amount and type is easy.
‘I want my husband debt free and my kids’ college fully paid’
‘My wife needs $6,000/month to live comfortably if I die’
‘We will owe Estate Taxes and don’t want our heirs to have to sell assets’
It’s the purpose that matters.
When the case is complex, we bring in outside experts to do the job right. We recommend A, AA or AAA rated companies only.
Our clients are never oversold and have us as their advocates. It gets done right.
