Legacy Insurance

Pass on Your Legacy

Review the key features of some of our products and compare different types of insurance for an overview of coverages and benefits. Understanding the basics will help us both to work together to tailor a solution that best fits your insurance needs. Contact us for a free consultation.

Compare key insurance program features:

Life Insurance Products
Key Features Term Whole Universal Joint Key
Temporary coverage Yes No No No No
Permanent coverage No Yes Yes Yes Yes
Provides a guaranteed death benefit Yes Yes Yes Yes Yes
Focuses on affordability Yes No No No No
Can provide lifetime coverage No Yes Yes Yes Yes
Covers two indivudual lives with one policy No No No Yes No
Has the potential to build cash value No Yes Yes Yes Yes
Offers growth potential based on index performance No No Yes No No
Features a tax-advantaged death benefit Yes Yes Yes Yes Yes
Includes the ability to access money in your policy No Yes Yes Yes Yes
Offers riders to customize your policy Yes Yes Yes Yes Yes
Opportunity for stock market indices growth with no downside risk to cash value No No Yes No No
Can be used for supplemental retirement planning No Yes Yes Yes Yes
Can be used for college funding No No Yes Yes No
Can be used for estate planning to help offset estate taxes Yes Yes Yes Yes No
Can be sheltered in an irrevocable life insurance trust Yes Yes Yes Yes Yes
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We are looking forward to hearing from you to discuss your life insurance needs.