Familyinsuranceplans

Description

Sam has over 20 years of experience in the insurance & financial services industry and has helped over 1,800 lawyers and doctors protect their income and preserve net worth. Sam will help you assess your financial goals and then develop a plan on how to effectively reach your goals on time. Sam has the resources and expertise to provide professional advice in key areas of financial planning to help you reach your most important goals and secure your financial future.

Sam has the knowledge and experience necessary to provide clients with effective tax sheltered investment, insurance and estate planning strategies designed to address the many long-term goals and objectives identified in the financial planning process.

Level death benefit, designed to meet short term needs. The cost of this coverage increases in guaranteed one year increments until eventually expiring, usually at age 75. It is usually convertible to any permanent coverage offered by the issuing insurance company without having to prove good health at time of conversion. The best use of this kind of insurance is for one to three years of need but not generally more than three years because the increasing cost becomes prohibitive.

Products & services

Similar companies nearby