Life Insurance - The Queen 

In chess, the queen is the most powerful piece in the game. It can move any number of squares vertically, horizontally or diagonally, combining the powers of the rook and the bishop.   

The queen has a lot of movement options in a game of chess, and in real life with proper utilization and access to all the features that life insurance offers sure does make owning this protection one of the most valuable pieces in one’s overall planning strategy! 

Many other agents also refer to life insurance as the Swiss Army knife of planning because it can do so much more than provide a Tax Free Death Benefit. 

For Federal Employees 

As a Pension specialist for the past 21 years, one of my favorite concepts that saved my clients hundreds of thousands of dollars was pension maximization. This would help every pension participant pre-plan for their post retirement pension option that would them maximize their income while still providing the best overall protection for their families.   

If you work for a school system, hospital, municipality or are a police officer, fire fighter expecting to retire with a pension click below for an immediate evaluation and review your future pension options now to save potential hundreds of thousands and put yourself in the driver’s seat with all the controls.  

 

For Business Owners  

Do YOU own a successful business with other people? 

  • Do YOU own a business that represents a substantial portion of YOUR net worth? 

  • Do YOU have a buy/sell agreement or disability buy-out agreement? 

  • Would YOU be interested in discussing non-qualified retirement plans? 

  • Do YOU have key employees where the business would suffer in the event of an untimely death or disability? 

Did you know that life insurance can be your top solution, that can provide tax deferral, liquidity, AND tax-free income that can help save your family and your business in the event of an untimely death? 

 
 

Whether you are insured or uninsured, together we can uncover the appropriate amount of coverage. Take the first step with a policy review.