Universal Life Insurance

Universal Life Insurance has an incredible amount of options that, among other things, will allow you to:

  • Create a permanent life insurance policy (that doesn’t require renewal)
  • Pass down your family business
  • Shelter funds in a tax-advantaged environment
  • Make a charitable gift as part of your legacy
  • Fund a buy-sell agreement within your business

The benefits of this type of plan vary from policy to policy, and may also include:

  • Tax-deferred investment growth
  • Low investment management fees
  • Investment opportunities to match your personal risk tolerance
  • A variety of additional options and features that enhance your permanent protection

To learn more, call today to speak with a member of our team.

709.778.2388 / toll free 1.888.720.3282

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