A Universal Life Policy can assist at every milestone of your child's life:
Guarantee your child's insurability and gain access to emergency funds in the event of an unexpected injury or sickness.
Living benefits provide the ability to accelerate the portfolio's life benefit providing funds that would not be available to families for a Chronic, Critical or Terminal Illness
The Children's Lifetime Portfolio is a unique concept providing your child financial benefits not available with traditional 529 college savings plans.
The CLP program has no effect on Scholarship and Grant applications.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how this program can secure your child's financial future and keep them protected and secure throughout their lifetime.