When Permanent Coverage Makes Sense
Final expense planning
A smaller policy can cover funeral and burial costs so loved ones are not left with bills.
Leaving a legacy
A guaranteed benefit can provide a gift to children or a local cause in Transylvania County.
Cash value flexibility
Some clients value access to policy loans for emergencies. We explain benefits and tradeoffs clearly.
Our Permanent Life Solutions
Policy types and design
We help you compare traditional whole life and other permanent options to match goals and budget.
Custom coverage amounts
From modest end of life protection to larger legacy plans, we size coverage to your needs.
Reviews and adjustments
We monitor performance and answer questions about loans, dividends, or beneficiary updates.
For guidance tailored to your plans, please
contact us for a personal review.
Whole Life Questions
Why does whole life cost more than term
It lasts for life and builds cash value, so premiums are higher than temporary coverage.
Can I cash out my policy
You can surrender a policy or access loans, subject to charges and tax rules. We explain the details before you decide.
What is universal life and how is it different
Universal life can offer flexible premiums and different guarantees. We will outline how it compares to whole life.


