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Welcome to your headquarters for Estate Planning Life Insurance
Request Estate Planning Life Insurance Quotes
Depending upon your assets, estate planning can be quite complicated. Your first step in establishing a solid plan is to find an attorney and/or a CPA who specializes in estate planning.
We are not estate planners. However, once you have determined how much coverage you need and how the ownership should be set up ( your spouse, your children, a trust ), you should contact us.
As totally independent professional insurance agents, we know how to find the lowest cost and the most appropriate estate planning life insurance plan in the marketplace.
Because the essential goal of estate planning is to pass along to your heirs the maximum amount of assets while paying the least amount of taxes, most estate planning life insurance policies are permanent, not term. Permanent coverage stays in force regardless of how long you live.
You may choose to purchase whole life, but most permanent plans sold these days are universal life that offers much more flexibility in design. Or, you may choose survivorship or last to die. Again, only your attorney or CPA can help you decide which plan meets your goals.
No matter which plan of coverage you decide upon, your application for estate planning life insurance may be completed over the phone and via mail or email. NO agent need visit your home.
Request Estate Planning Life Insurance Quotes
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Licensed to sell estate planning life insurance in:
Ohio License #104233, Florida License #D072714, California License #0C94325,
Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin
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