Individuals and families may have to implement multiple strategies to protect and assist their efforts to obtain, maintain, and transfer financial stability and/or wealth.
The following products and/or services are specifically designed for individuals/families:
- Life Insurance
- Index Universal Life (IUL) Insurance
- Term Life Insurance
- Whole Life Insurance
- Final Expenses Insurance
- Mortgage Protection Insurance
- Living Benefits:
- Critical Illness
- Chronic Illness
- Terminal Illness
- Tax-Advantaged Retirement Plans
- 529 College Savings Plan Alternative
- Tax-Advantaged (tax-Free) Wealth Accumulation
- Legal Services
- Infinite Banking