Case Study: Family of Four, No Life Insurance or Retirement/Savings Plan

For Greg and Tasha, we immediately implemented a life insurance plan to protect his family with a $500,000 death benefit, should anything happen to Greg (death) up until age 120. This will serve as mortgage protection and financial security in case of critical illness and/or injury. In addition to the life insurace, they also were able to establish a cash accumulation sub-account in case of emergency in the short-term, but would also serve as a long-term strategy for retirment due to the retirement income that is is projected in the years to come.