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Mortgage Protection
Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.
Final Expense
Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.
Retirement Planning
Explore retirement insurance options to safeguard your golden years.
Policy Review
Policyholders can adjust premium amounts and payment frequency to fit their financial situation and policy terms.
Indexed Universal Life
This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.
Living Trusts
A living trust allows beneficiaries to receive assets without probate, enabling flexible management per the grantor's wishes.
Annuities
Protect your savings, grow your wealth, and guarantee income for life. Let’s talk annuities—book a call today.
Pate Financial Solutions