Mature Families

Mature Families

Who's this for?
  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years
Benefits
  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Disability
  • Critical Illness
  • Premature Death
  • Make a will
  • Consider powers of attorneys

Latest News

Insurance For Physicians – What Kinds Do You Need

Insurance For Physicians – What Kinds Do You Need

You’ve worked hard to become a physician and establish your practice. Now you want to make sure that you have the right kind of insurance to protect your income and share your wealth after you’re gone.

With the right kinds of insurance in place, you can:
• Protect your income stream.
• Be smart about tax planning and increase your wealth.
• Maximize your estate and leave a legacy.

Read our article “Insurance For Physicians – What Kinds Do You Need?” to learn more about how insurance can help you reach your goals.