Our History

Life insurance can be used in many ways depending on your individual goals. These plans can be used to:

• Pay off any debts
• Replace income in the event something happens
• Leave an inheritance tax free
• Save and grow money tax efficiently
• Pay for health emergency costs such as Cancer, stroke, or any long term illness.
• Pay of mortgage balance in the event of a untimely death.

Life insurance is crucial for your families safety and peace of mind. Leverage insurance as an addition to your portfolio.

We often see the life insurance options provided through the bar association are not the best deal. There isn't a competitive market and they are typically partnered with a single life insurance company. Meaning your stuck with their rates instead of having variable options. The American Bar Association partners with MetLife using term life quotes.

We work with well over 30 A+ companies to compare rates to ensure we are findest you the most affordable options. This also prevents us from being limited to term coverage. There are plenty of options depending on your specific needs.

Wait a minute. Don't you have a insurance policy through your firm? Why would you even buy a individual policy in the first place?

Most group policies are very affordable and great to have. However, they typically only cover 1x your current annual salary. This is adequate to bury you and take care of immediate expenses. However it doesn't cover your mortgage, send the kids to school or make sure your spouse is financially stable. Basically all the reasons you typically would buy insurance.

In addition, these policies expire when you leave or retire. We have options that build with you and are permenant to leave a legacy to your family.