Insurance & Annuities
Life insurance has come a long way since it began around 1600. Today, life insurance can play a crucial part in many household plans.
What can life insurance be used for?
You can use it to leave income to your heirs, supplement your own retirement income (tax free if properly structured), pay off your mortgage, provide for your children's education, and simplify the transfers of assets. Life insurance can also be used to replace wealth due to the expenses and taxes that might follow a death or enable a gift to your favorite charity.
What are annuities for?
Annuities are designed to meet long-term goals that are guaranteed, such as retirement and the earnings typically accumulate tax deferred. For more information about life insurance and annuities and how they may apply to your individual financial situation, please consult our financial representatives.
