Allocating money to gift to your loved-ones can be a vital part of your end-of-life plans. Here's what to consider:
Remember that the money your loved-ones receive from a whole life insurance policy is tax-free.
Consider the financial needs of your dependents and ensure there will be sufficient funds to support them.
You may want to give your children or grandchildren a financial boost to help secure their future.
Consider other financial obligations you want to protect including care costs and replacing income for your spouse.
Our agents are always here to answer any questions.
Monday - Friday
8:00am - 8:00pm EST