Broker Check
1869 Charter Lane Suite 103 Lancaster, PA 17601
(717) 208-2288

Life Insurance Takes on Financial Risk For You

When you think about creating a secure future for your family, accounting for life’s unexpected events or intentionally creating a legacy is integral to that planning.

If anyone relies on your income and savings for their support, you can rest assured that they’ll be comfortable and cared for when you invest in a life insurance policy. But it can’t be just any life insurance policy. It must be one chosen specifically for you.

Learn more
<sup>Why</sup> Life Insurance?

Why Life Insurance?

 As you plan for retirement, there might be an assumption that you have time—time to save, time to invest, time to pay down debt. But what happens if that time is taken away? Will you be prepared? Will those you left behind believe you had a strong financial plan?

Or will your family be left with debt and inadequate financial resources?

Your interest in financial planning indicates that you understand the importance of preparedness. So, let’s not overlook the impact that unexpected events can have on your plans. Let’s talk about life insurance.

Selecting the Right Life Insurance Policy

Life insurance policies are not one-size-fits-all. There are several considerations to be made before settling on the one that’s right for you.

Amount of Coverage
How will you calculate how much money your family will need when you pass away? What if that happens sooner rather than later? Taking all possibilities into account is the mission of our life insurance advisors. We want you to have a panoramic view to make the best possible decisions.

The Type of Policy
All life insurance policies are not created equal, and choosing the best one for you means considering several factors. Term life, universal life or whole life? Are you more concerned with affordability or lifelong protection? Do you wish to use your policy as part of your investment strategy?

Your Policy, Your Choice
The type of life insurance policy you select is ultimately your choice. However, we are here to educate you, keep you informed, and guide you in making sound insurance decisions.

Ask Life Insurance Questions

Insurance as Part of Your Financial Strategy

Life insurance is a conservative, low-risk, tax-deferred option you can use to help round out your financial strategy. 

Learn more about life insurance—as well as group benefits, disability insurance, and key-person insurance —by speaking with one of our knowledgeable insurance professionals. We’re waiting to hear from you!

Book A Consultation