Our Products

Life Insurance

Sounds simple, and we all have an idea of what the product is, but what is it?

Universal Life/Indexed Universal Life

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level death benefit option;

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insured amount plus account value death benefit option;

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guaranteed investment accounts

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indexed investment account options;

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single life coverage;

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multi-life coverages;

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joint life coverages

Whole Life (participating life)

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projected death benefits;

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illustrated dividend rate;

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investment pool asset mix;

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guaranteed death benefits;

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projected cash values;

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guaranteed cash values.

Term to age 100 coverages

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without cash value;

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with cash value.

Term Insurance

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5 year term;

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10 year term;

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20 year term;

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30 year term;

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pick a term;

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conversion privileges.

Perhaps it is not so simple

With all of the permutations and combinations, uncovering the appropriate type of policy and design is only the first step in a comprehensive process.

Financing

Leverage is a common tool used by most successful entrepreneurs

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The benefits include:

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retaining your own capital while acquiring another income producing asset;

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leveraging your capital to acquire a greater asset with a view to maximize the returns on your equity;

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