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Insurance and Estate Planning

Insurance Planning

Insurance is an important form of risk management for individuals, families and businesses. Insurance is needed to protect our most valuable assets. Our goal at Vantage Financial Group is to provide you with a full suite of options if the need for insurance arises.

Our insurance solutions include:

  • Traditional Life Insurance (Term & Whole)
  • Universal and Variable Life Insurance
  • Survivorship Life Insurance (Universal, Variable, & Whole)
  • Disability Insurance
  • Deferred and Immediate Annuities (Variable & Fixed)Long-Term Care Insurance

Estate Planning

An estate plan, including wills and trusts is very important for your legacy and long-term control of your assets. Our Estate Planning Associates will assist in every step of the estate planning process, while collaborating with attorneys to prepare your legal documents. Your estate plan will likely include investments, insurance, retirement plans and long-term care insurance, and the like. One of the most valuable ways to support an estate plan is through the use of life insurance to pay for estate taxes. Let us help you coordinate this and protect you legacy.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  888.401.2980