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Life Insurance

Term Life Insurance

Provides life insurance benefits for a "term" of 10, 20, or 30 years at a fixed rate of payment. Term insurance is the most inexpensive way to purchase a substantial death benefit.

Universal Life Insurance

Permanent insurance based on a cash value. Interest is credited to the account and is determined by the insurer.
To learn more about our Universal Life Insurance plans, fill out the quote request form at the right side of this page.

Whole Life Insurance

A life policy that remains in force for the insured's whole life and builds up a "cash value" and earns interest. At maturity, (usually age 95 or 100), the cash value equals the death benefit.
To learn more about our Whole Life Insurance plans, fill out the quote request form at the right side of this page.


Download : Life Insurance as an Asset Class.INC PDF

Download : The Effective Use of Life Insurance in Wealth Transfer Planning.INC PDF

Calculate How Much You Need to Retire

Funeral Costs, Estate Taxes, etc.: $
Amount Needed to Pay Non-Mortgage Debt: $
Outstanding Mortgage Balance: $
Amount Needed for College Fund: $
Expected Average Annual Living Expenses: $
Expected Spouse's Average Annual Income
After Taxes:
$
Annual Social Security Benefits: $
Spouse's Current Age:

Years

Value of Current Liquid Assets:
($ total of savings, investments, etc.)
$
Expected Survivor's Investment Strategy:


The amount of life insurance needed
based on the above information: