The life insurance policy has always been recognized by financial professionals as an extremely versatile tool in personal and business insurance planning.
The professionals at United Benefit Services, a Brown & Brown Company, help clients determine the appropriate use of life insurance and the right policy for their needs.
Areas where life insurance may be recommended include:
- Personal Estate Planning*
- Tax Planning*
- Business Continuation
- Buy/Sell Agreements
- Key Person Agreements
- Supplemental Executive Retirement Plans
- Split Dollar Plans
*Estate and Tax Planning services are done in conjunction with your estate planning attorney, tax attorney and/or CPA. You should consult them for specific advice on legal and tax matters.