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Insurance Risk Management
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Life Insurance Planning
Life Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of uncertain loss. Losing a spouse does not mean you also have to lose your home. Neither should it mean your children will not get to attend college, or that your retirement plan is out the window. Perhaps you simply want to leave a legacy for beneficiaries which could be your children, grandchildren, and/or your favorite charity.
Life Insurance offers so much more including extended care options and other qualified benefits while you are living. Insurance is not just a death benefit which is the primary reason for life insurance. It is not "just another expense" but an asset that takes care of you and those whom you love while putting your mind at ease.
What if you are a small business owner, there are solutions for you too. We can help.
What We Offer
Guaranteed Universal Life
Index Universal Life
Key Employee Coverage
Cross Purchase Coverage for Partners
Charitable Giving Beneficiaries
Define Your Net Worth
Who We Serve
Life insurance is a key component of planning for your financial future even as a young, unmarried individual. This time of your life is crucial for planning and ensuring a foundation that provides protection for you while you are living and provides for the family you may have one day. Let us lay the foundation for your financial future together.
Small Business Owners
Major concerns for owners are how to protect their business from significant financial loss due to the death of a key employee. The key employee could also be the owner. Also, there are concerns about protecting their business during economic downturns, and the loss of equity when a partnership ceases. Leave a legacy for your family. We can help.
What our customers are saying
I would recommend working with Terry because she wanted to understand my situation before pushing a product. Now I am comfortable with the solutions recommended.
J. Shields, Bowie, MD
Contact us today 301 453-7780