Insurance Planning

We will prepare a comprehensive review and analysis of your current insurance program. Analysis to include:

  • Amount of Coverage
  • Types of Coverage
  • Cost and Benefit Projections
  • Dividend Projections
  • Policy Loans and Interest Charges
  • Ownership and Beneficiary Designations
  • Taxation of Premiums, Withdrawals, and Proceeds

Evaluate the adequacy, tax consequences, and cost-effectiveness of your current insurance program.

Design an insurance program that helps to meet your needs in the most cost- and tax-effective manner.