|
| | LifePlus Insurance Agency provides
one-on-one counseling to meet a variety of
individual long-term financial goals. The
Agency represents only the highest quality
companies, including Savings Bank Life
Insurance (SBLI). Our portfolio includes
life insurance, disability, cancer, long-term care,
and individual retirement products.
At LifePlus Insurance Agency, we:
Perform
life insurance needs analysis
The Licensed Insurance Advisers of LifePlus
Insurance Agency assist you in determining
the amount of life insurance that you need
in order to satisfy your own financial
goals.
Minimize
estate tax liability
An intensive review of your potential death
tax liability may determine that certain
trusts or insurance products would protect
your assets. We can work with your attorney
or one of our Chartered Life Underwriters or
Certified Financial Planners to design the
right plan for you.
Maximize
retirement income
One of LifePlus Insurance Agency's
registered representatives will review your
retirement program, whether it is maintained
through an employer sponsored program or is
your own individual plan. Recommendations
regarding asset allocations and specific
products, such as supplemental life
insurance retirement programs, annuities,
IRAs, and mutual funds, are made to align
with your risk tolerance and timing.
The Agency will also work with you to better
understand and coordinate any group benefits
that may be available to you. |
![[Company Logo Image]](_borders/LifePlus.gif)
