Estate Funding

Life insurance policies and annuities have long been a part of thoughtful Estate Planning. We will be happy to consult with your attorney in designing an insurance plan to facilitate the smooth transfer of wealth to your heirs at the time of your passing. Life Insurance policies can be used to enhance and replenish your estate, and provide the necessary funding for final expenses and post death obligations both business and personal. Estate planning is indeed the most important function of Life Insurance Policies. Make sure you have a good and adequate plan in place. We can help with a plan customized to fulfill your specific personal requirements and financial abilities, and thereby maximize both the amount of money you have available to you and your heirs.