Life Assurance

In addition to the financial planning services we currently offer, we also provide life insurance services. Life insurance is an important component of a comprehensive financial plan, as it can help provide financial protection for loved ones in the event of the policyholder's death.

Policy selection

We help clients choose the right type of life insurance policy based on their needs and preferences. This includes term life insurance, whole life insurance, and universal life insurance.

Policy review

We periodically review clients' life insurance policies to ensure they remain appropriate for their needs and make recommendations for any necessary changes

Needs analysis

We assess a client's life insurance needs based on their individual situation, such as their age, income, and family situation. This analysis helps determine the appropriate amount of coverage needed to provide financial security for loved ones.

Claims assistance

We provide support and guidance to beneficiaries in the event of a policyholder's death, including filing the necessary paperwork and assisting with the claims process.

Application process

We assist clients through the application process, including completing the necessary paperwork and providing guidance on any medical exams or underwriting requirements.

Contact

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