Give Life Insurance Purpose

Leverage Your Legacy

Leverage Your Legacy

Make sure through the Financial Planning process that your money is working for you, your loved ones and any causes you care dearly for.

I can't tell you how many of our clients say the following:

"I want to leave something for my kids and grandkids." Then they do nothing.


What we wouldn't do for family

What we wouldn't do for family

Through a Life Insurance review you can see how your net worth can work for the rest of your family.

Call us and let's find out!

585-248-0590

What Phase might you be in?

Working years (ages 25-retirement):

  • Are you married?
    • Who pays the bills?
    • Who provides the larger portion of the household income?
  • Have children?
    • Provide for day care?
    • Activities and entertainment?
    • Cover costs only until 18?
    • Cover college costs?

Legacy years (in reitrement) for loved ones:

  • You have already planned for:
    • living expenses
    • Dream vacations
    • emergencies
  • What can you do with resources not earmarked for what's mentioned above?
    • can you use these resources to make your money work for your loved ones?

Legacy years (Philanthropy) (in retirement) after loved ones are taken care of:

  • How can you help your favorite charity?

If you are thinking about your life insurance coverage you might want to consider the following:

Choose the kind of policy that has benefits that most closely fit your needs

Be sure that you can handle premium payments

Don't buy life insurance unless you intend to stick with Your Financial Plan. It may be very costly if you quit during the early years of the policy

Don't drop one policy to buy another without a thorough study of the new policy and the one you have now. Replacing your insurance may be costly. Review your life insurance program with your consultant every few years to keep up with changes in your income and needs