"to be, or not to be" 

Life Insurance is one of those coverage's that usually comes up in a buy-sell agreement to protect owners as well as key employees of an organization.  

 

Other scenarios include protecting one's legacy or trust as a way to help offset some of the inheritance taxes that shall be passed through to beneficiaries.

 

In other cases policyholders may elect a charitable organization that they were impacted by in their lifetime so that others can continue to be impacted. 

Having a conversation relating to life insurance is deeply personal and one that should not be overlooked.

 

We recommend reviewing on an annual basis along with disability income protection.