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Life Insurance

Help protect the financial future of your loved ones with life insurance.

Help protect the financial future of your loved ones with life insurance.

If you were to die unexpectedly and are the sole source of income for your household, your family may be left with limited resources. Help protect your family’s security with a life insurance policy.

Has your insurance kept up with the changes in your life? If you’re like most people you probably already own some life insurance. But is it still enough to cover all your needs? Have you thought about Long Term Care Insurance and Disability insurance to cover you in case you’re sick or hurt and can’t work?

This may sound like its all gloom and doom, but it just takes a few minutes to identify if you and those you love have enough coverage. At ViaInvestment Services, available through CUSO Financial Services, L.P. *  Heath can help you navigate through this decision-making process and help you uncover which options are best for you, your family, and your situation.

Personal Needs:

Personal Needs:

  • Death before loan/debt repayment can be finished
  • Spouse outliving a life only pension plan
  • Death before reaching personal goals the client wants to be funded
  • Retirement funding for spouse, child’s education
  • Disability Insurance
  • Long-Term-Care Insurance
Family Needs:

Family Needs:

  • Death of a primary income earner
  • Final expenses
  • Dependent income
  • Education
  • Family goals
  • Support of parents
  • Wealth transfer/preservation

To learn more about life insurance and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.

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