Life & Health Insurance

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Life & Health Insurance

Are you sufficiently insured?  Did you know that most people are extremely under-insured when it comes to life insurance? It is extremely important to have sufficient coverage in providing a replacement of income necessary for a family to continue their current standard of living after the death of a provider/breadwinner.  Let’s sit down and evaluate your needs.  We also offer existing policy evaluations and annual reviews at no cost to you.

 

Areas of Expertise

Life & Health insurance has become a lot more sophisticated over time. Are you currently aware of these key points when it comes to evaluating a policy?

Chronic Illness Benefits

Tax-Free Death Benefit

Premium Financing

Surrender Charges

Survivorship Policies

Our clients know

Investment Expert is one of the largest and most experienced global private equity investors

We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.
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Let's work together to plan a brighter future for you.