Tailored life insurance and annuity solutions

Frequently Asked Questions

Honest answers to the things people ask most

🔐 General Insurance Questions

A: No — your beneficiaries receive the death benefit tax-free in most cases.

A: We work with multiple carriers that specialize in covering people with diabetes, high blood pressure, even cancer history.

A: Some clients are approved in 24–48 hours — even with no medical exam.

A: Term covers you for a set time. Permanent (like whole life or IUL) lasts for life and builds cash value.

💸 Money & Payment

A: With term insurance — no. With whole life or IUL, you’re building cash value you can access and leave behind.

A: Yes. You can borrow against it tax-free with no early withdrawal fees.

A: Term policies start around $20–$40/month, and many IUL or Whole Life clients start around $150–$300/month.

🔍 Product Specific Questions

A: It’s a life insurance policy that grows cash value based on market index performance — with no downside risk.

A: No catch — just structure. Annuities offer guaranteed income, but some lock up your funds for a set time. We help you pick the right structure.

A: Yes, you can cancel term or permanent coverage at any time.

A: Many carriers allow this — no new medical exam required.