When purchasing life insurance your goal may be to help meet short term obligations or to fund long term estate planning needs.
Life insurance may also be used to supplement tax advantaged retirement income. It may also provide varying levels of asset protection for the individual depending on your state of residence.
Today’s life insurance policies are much different than those policies offered just 5-10 years ago. Consumers may chose from; straight Term; Return-of-Premium Term; Whole Life; Universal Life; Indexed Universal Life and much more.
With many new crediting methods and optional riders available it can be more than a little confusing to determine which policy is right for you.
As an independent firm Mitchell Capital Group has relationships with many different life insurance companies. What this means for our clients is that we are not bound to offer you only a single insurance companies “one-size-fits-all” policy.
After reviewing our client’s goals and objectives they are presented with the opportunity to review the life insurance policy that is right for them.
Please contact us to learn how Mitchell Capital Group can help you preserve and protect your financial future.
