Universal/Whole Life Insurance
Create A Comprehensive Investment Strategy

Universal Life Insurance combines death benefits with a savings component or cash value that is reinvested and tax deferred. The savings portion accumulated throughout the life of the policy can be cashed in, if needed.

During the earlier stages of your life, a large portion of the premium paid is applied to the savings portion. When you are older and the cost of insurance is higher, less of the premium is devoted to savings to pay for the cost of the insurance.

Contact us to learn how a customized Universal Life Insurance policy will help you maintain your lifestyle through your retirement and help your beneficiaries succeed in their endeavors after you pass away.