Wealth Preservation addresses your insurance needs. Remember, it’s not a matter of “if” life will catch up to you, it’s a matter of “when.” It is critical to have plans in place for the unknown.

Part of what will keep you and your family or business partners safe and sound includes being properly insured and having a rainy day fund. Before you can think about building your wealth, you need to protect what’s important. Your rainy day fund will ensure that you have something to fall back on when life happens. It is also important to make sure that you have the correct amount of insurance and appropriate types of coverage to provide for your family or organization both now and in the future. Purchasing proper insurance doesn’t demonstrate a lack of faith but rather wise planning.

For Small Businesses:

• ➢ Buy/Sell Funding Plans
• ➢ Key Person Insurance
• ➢ Disability Buyout Plans

For Individuals and Families:

• ➢ Term Insurance
• ➢ Permanent Insurance (Whole Life, Indexed Universal Life, Variable Universal Life)
• ➢ Disability Insurance