How much life insurance someone needs depends on a number of factors, including current debts and assets, income, number of dependents, and other financial strategies currently in place. To determine how much life insurance you need for your unique situation, schedule a free consultation with a Wealth Strategist.
Most financial advisors aren’t familiar with the unique structure of a Wealth Maximization Account. While they may be able to provide whole life insurance policies, if yours isn’t structured correctly, you won’t see the rapid growth and tax advantages of a Wealth Maximization Account.
We recommend you utilize our Wealth Strategists, who work with top-rated mutual insurance companies to customize your policy. Schedule a free consultation with a Wealth Strategist here.
If you prefer to use your own financial advisor, ask him/her these questions:
Our Wealth Strategists are experts at listening to our your needs and answering questions. During a 30-60 minute consultation with a Wealth Strategist, he/she will discuss your financial goals, current income and investment strategies, and financial uncertainties. From there, they will provide you with recommendations tailored to your specific needs and goals.
Our focus is on educating our clients; we will never try to sell you on anything you don’t need or want. Your goals are our goals, and we’re with you every step of the way.
Request an appointment time here. Consultations are always free and last 30-60 minutes. A member of our team will reach out to confirm your appointment.
The underwriting process to get a life insurance policy usually takes 4-6 weeks. Our team works closely with top mutual insurance companies and can help expedite policies in some cases. Schedule a free consultation with a Wealth Strategist to discuss your unique situation.
The premium on a life insurance policy depends on the type of life insurance, health, age, lifestyle, and occupation of the policyholder, and how the policy is structured. We can customize a policy to fit a variety of unique needs and budgets. Schedule a free consultation with a Wealth Strategist to find out more.
Medical exam requirements are dependant upon the insurance carrier. If a policy requires a medical exam, our team helps our clients schedule exams and is available to answer additional questions.
When whole life insurance is structured in a Wealth Maximization Account, it can be a good investment for these reasons:>
