Broker Check

Ormond Beach Office

595 W. Granada Boulevard,

Suite J
Ormond Beach, FL 32174

Protection & Estate Planning

Do I have enough life insurance to protect my family?

What types of life insurance coverage should I have? Does my current policy still fit my needs?

Should I consider long term care coverage? Will I deplete existing assets to cover this need if it should arise?

Is my income protected in the event of a disability due to sickness or accident?

Are my wills and trusts up to date?

Do I have an estate tax burden?

Is my legacy important to me?

Things to consider:

  • Term Life Insurance
  • Indexed Universal Life Insurance
  • Whole Life Insurance
  • Long Term Care Insurance
  • Disability Insurance