EstateNeeds Traditional Products

Traditional Products

Insurance

Life Insurance

Life insurance can help ensure your family is well-positioned financially and that your wishes are carried out when you die. Some life insurance policies can build tax-advantaged savings while you're still living.

Critical Illness Insurance

We can help you overcome the financial burdens often associated with a critical illness or condition.

Disability Insurance

We can provide you with disability coverage designed to help address your needs and protect your ability to earn an income.

Investments

Retirement and Investment Products

Every stage of your life offers unique opportunities and challenges. We have what you need to help you manage your financial situations.

Group Investment Products

Group retirement plan.

The Benefits

We sell money for future delivery – money for:

Retirement
Disability
Critical Illness
Death
Critical Care Living
Health
Accident
Buy sell
Key Person
Estate tax
Office Overhead
Dental

Money when it is needed most, for personal or business.

How it Works

We help identify what your choices are.
You decide what vehicle best fits your needs and budget.
You must complete an application to determine if the insurance company will accept you as a risk. Once accepted you have the final say. If you want the protection at the determined price the contract will be completed. If not, you have ten days to terminate the contract and receive a full refund of anything paid. Underwriting is done up front, unlike post qualification sold at most lending institutions or banks.

What's Best for You

The only way to find out what is best for you is to book an appointment with one of our representatives. We can help you identify what is available, so that you can choose what is best for you.

Request a Quote