Which is the important Asset to be protected
- Your house?
- Your cars?
- Your valuables?
It’s You!!! It’s your ability to generate income!
OUR PHILOSOPHY
Life insurance is one of the asset diversification for Tax savings and Legacy asset transfer. Do you know you can protect the assets by building wealth using Life insurance assets?
Why Life Insurance ?
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I have Group Term. Why do I need additional Protection?
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How much life insurance I need ?
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What is Term Life Insurance and Permanent Insurance ?
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Can I use my Life insurance to pay for major illness ?
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Can I take out money from Life Insurance if I need?
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Is it covered overseas also?
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Do you know the Group Term Insurance has these limitations?
- Beyond the minimum you have to pay for additional coverage
- Less expensive at younger age but cost increases as you get older
- Annually renewable
- You may be paying more cost since they use standard health rating
- No Living benefits Like chronic, Critical and Terminal Illness benefits
- Limited choices to convert to Permanent Life insurance
- You loose the coverage when you are self employed like consultant or starting your own business
Our Process
How Can Our Team Help You to Reach Your Goals
01
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
02
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
03
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
04
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
