Ask an Expert
How can we help?
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.