Your future financial well being as it relates to providing funds for income replacement for your dependents, college funding for your children, liquidation of debts for your heirs, retirement planning for yourself and sufficient disability income is very important to us. At Bowen Miclette and Britt, we endeavor to guide you through the process of determining the “how much” and “what kind” of coverage you need to meet your objectives. We begin by assessing your current coverage through an audit process. We will make recommendations and offer alternatives and/or options to fill the gaps or improve the efficiency of your current plan. Together we will agree on a plan of action and prioritize the steps we need to take. And finally we will take action to follow through on the plan and make it a reality. Click on the links below to get more information and for some examples.
- Private Split Dollar
- Life Insurance Analysis Worksheet