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  • Provides coverage for a fixed period (e.g., 10, 20, or 30 years).

  • Pays a death benefit if the insured passes away during the term.

  • More affordable than permanent life insurance but doesn’t build cash value.

Term Life Insurance

  • Permanent coverage with guaranteed death benefits.

  • Builds cash value that grows over time.

  • Premiums remain fixed for life.

Whole Life Insurance

  • Flexible permanent insurance allowing adjustments to premiums and death benefits.

  • Builds cash value based on market interest rates.

Universal Life Insurance (UL)

  • A form of universal life insurance where cash value growth is tied to an index 

  • Offers upside potential with some downside protection.

Indexed Universal Life Insurance (IUL)

  • Designed to cover funeral costs and end-of-life expenses.

  • Typically a smaller whole life policy with lower premiums.

Final Expense Insurance

Life Insurance Products

Life insurance provides financial security by offering a death benefit to beneficiaries in the event of the policyholder’s passing.

  • Provide guaranteed interest rates and income payments.

  • o Low-risk option for conservative investors.

Fixed Annuities

  • Returns are linked to a stock market index, with a guaranteed minimum return.

  • Offers a balance between risk and reward.

Indexed Annuities

  • Convert a lump sum into guaranteed income that starts immediately.

  • Common for retirees seeking stable income.

Immediate Annuities

  • Grow tax-deferred until withdrawals begin at a later date.

  • Can be fixed, variable, or indexed.

Deferred Annuities

Annuity
Products

Annuities are financial products designed to provide a steady income stream, often used for retirement planning.

Got Questions?

Understanding Life Insurance and Annuities (and which plans are right for you) can be overwhelming. Don't hesitate to reach out to me with any questions that you have!

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