Family Protection Package

Description:

Designed for families seeking essential financial protection, this package offers affordable life insurance along with a basic will to ensure your assets are passed on according to your wishes. This combination provides the security your family needs in the event of the unexpected.

Who It’s For:

• Families with young children
• Homeowners with a mortgage
• Individuals seeking an affordable estate plan

Included:

Basic Term Life Insurance: Provides coverage for a set period to protect your family during life’s most critical stages.

Basic Will Package: Outlines how your assets will be distributed and ensures your family is protected.

Key Benefits:

• Affordable and straightforward protection
• Ensures your family is cared for
• Provides financial security and peace of mind

Wealth Builder Package

Description:
For individuals and families looking to build wealth while securing their legacy, this package offers long-term life insurance with a cash value component, paired with a living trust to ensure seamless asset transfer and protection. Ideal for those focused on long-term financial growth and wealth preservation.

Who It’s For:

• Individuals building long-term wealth
• Families with significant assets
• People who want to avoid probate

Included:

• Whole Life Insurance (Cash Value): Lifelong coverage with a savings component that grows over time, providing financial security for you and your family.

• Living Trust Package: Avoids probate and allows for the seamless distribution of your estate to beneficiaries.



Key Benefits:

• Lifelong protection with wealth-building potential
• Avoids probate, saving time and costs for your heirs
• Offers flexibility in managing and transferring assets