Insurance & Planning

Let Me Help You Choose the Ideal Insurance Plan

Aside from investment plans, I am also knowledgeable on insurance plans. I offer sensible and strategic advice to guide you when it comes to selecting the policy that best suits your needs.

Basic Types of Life Insurance

Term Life

This insurance plan guarantees a determined death benefit during a specified term. The plan is used as a form of financial protection against the loss of life since it can help settle funeral costs, mortgage debt, and more.

Whole Life

This policy covers the contract holder for the rest of his or her life and guarantees payment of a death benefit to the beneficiaries. It also has a savings component where interest can accumulate.

Universal Life

Universal life insurance offers more flexibility than whole life insurance, as policyholders can adjust their premiums and death benefits. This plan also has an investment savings element, which earns dividends based on the minimum interest rate or the current market.


Basic Wills and Trusts

Although not practicing law, I am knowledgeable about wills and trusts. I would be more than happy to assist you by connecting you with a highly trusted attorney to help with complicated issues.