Insurance
Solutions
Mortgage Protection
For many families, their home is their biggest asset, making it what’s most at risk if someone were to pass away or become unable to work. It’s important to make sure that your home is protected in case this happens. A mortgage protection policy can help your family by paying the mortgage payments if you can’t, or even by paying off the entire mortgage balance in full.
Income Protection
Along with the mortgage, most families have other essential bills that would still need to be paid if something were to happen to the main income earner(s). Income protection products can help to ensure that your family would be able to replace some or all of your income, allowing them to continue the same standard of life they are used to.
Life Insurance (Term, Universal Life, & Whole Life)
There are many different types of life insurance products, including term, universal life, and whole life, which are all suitable for varying needs. Within these categories, there are tons of different plans that can offer death benefits and/or cash value. It’s ideal to lock in these policies as soon as possible, as the costs are based on age and health. We partner with the very best companies in the industry, so we’re able to find coverage for all different age groups and health circumstances. This is just one of the many benefits of working with us!
Cash Accumulation
There are many different vehicles that assist in cash accumulation, which can offer both tax-deferred and tax-free benefits. We will work with you to determine which strategy makes the most sense for your lifestyle and goals, while ensuring that you have funds available for retirement or future emergencies. These plans can often seem overwhelming, but we specialize in making everything easy to understand and we build a plan to meet your specific needs.
“Paul is the best insurance advisor I've ever had. He's always there when I need him, and explains everything so that I can understand.”
— Jenise M., Insurance Solutions Client
