Whether you’re protecting your family or growing cash value for retirement, I can help you:

• Establish your Family Bank strategy

• Find affordable Term Life coverage to cover your Debt, Income, Mortgage, and Education (DIME) calculation.

• Build wealth through Whole Life or Indexed Universal Life (IUL)

• Secure living benefits that serve you in the event of Chronic, Critical, and Terminal illness.

• Leave a lasting legacy with Final Expense or Second-to-Die coverage

• Cover final death expenses with rapidly disbursed funds.

• Review your existing policies for proper coverage.

Explore powerful strategies using life insurance to:

• Create tax-free retirement income

• Fund your child’s future with a Million Dollar Baby Plan

• Implement Executive Bonus Plans for business owners

As a business owner, your company deserves protection and planning:

• Fund Buy-Sell Agreements

• Safeguard key employees with Key Person Insurance

• Plan for business succession

• Maximize group retirement account efficiency and cost effectiveness.

Protect your wealth from taxes and ensure smooth transfers to the next generation:

• Integrate life insurance with Irrevocable Life Insurance Trusts (ILITs)

• Reduce estate taxes

• Simplify wealth transfers