Wealth Planning | Insurance Planning and Life Policy Audit
To Love And Protect.
Liability funding is an important facet for a wealth plan to succeed. We want to be sure we pursue your goals for your family and your legacy no matter what happens.
The life insurance industry has changed dramatically over the years. Projections when interest rates were higher are causing many policies to lapse or require more premiums. Insurance costs have come down as people are living longer.
Our advisors at Certus can reevaluate ones goals and since we are licensed and independent, we can research what life insurance carrier and product may be utilized going forward.