Life Insurance

Our insurance specialist offers insurance policies through many different companies so he can find the best carrier for our clients’ specific needs.

Business Setting- Insurance is the one of the best funding mediums for Buy-Sell agreements, Key Person reimbursement, deferred compensation, executive bonus and group life insurance benefit.

Personal Setting- Most financially prudent means of providing replacement of one's “human life value”

• Replace the income the deceased would have earned
• Replace retirement assets the deceased would have generated
• Provide educational resources
• Provide a mortgage-free home
• Provide liquidity for potential estate taxes due at death
• Provide for charitable bequest intended at death

Kevin Fifield is an investment professional who is a representative of, and offer securities through Securities America, Inc., member FINRA/SIPC, and advisory services through Securities America Advisors, Inc., a SEC Registered Investment Advisor. This advertisement does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Prior performance is no guarantee of future results.