Securing your Legacy
for Generations

When it comes to legacy planning, few topics are more emotionally charged than who gets what. That’s where estate equalization comes in.

Life insurance underwriting isn’t exactly cocktail party conversation. Most people don’t give it a second thought until they’re deep in the application process, when questions start piling up, forms start flying, and the process can feel a bit like being on trial.
And even when we do think about our financial future, how often does that discussion include life insurance policies that were previously purchased and are in effect?  

As the new year begins, it’s natural to think about resolutions. Many of us set goals for health, relationships, and careers, but how often do we prioritize our financial health?

And even when we do think about our financial future, how often does that discussion include life insurance policies that were previously purchased and are in effect?