Protect My Family

By on February 25, 2013

Protect My Family


One of our strengths is helping to protect families through all of their life stages.

Young families typically need:

  • Mortgage Insurance
  • Health Insurance
  • Disability Insurance
  • Critical Illness Insurance

As families age, their needs change. We will help with:

  • Estate Planning
  • Capital-Gains Tax Planning
  • Inter-generational Wealth Transfers
  • Long-Term Care Insurance
  • Charitable Donations

Many people do not know that capital gains and charitable donations can be paid through insurance for pennies on the dollar. We have helped families pay capital gains, with insurance, for less than 20 cents on the dollar.