The needs approach method is based on life events most people experience and protecting those events from financial loss using life insurance. Independent life brokerage sources generally maintain life event lists for annual reviews, which I highly recommend. Here is a sample of some of the main events which can be indemnified through life insurance: The need to cover your mortgage and other outstanding debts. The need to pay for the education of your children. The need to coverage your retirement funding. The need to cover final medical bills and funeral arrangements. We can help with that.
The needs approach method may also address tax advantaged retirement income or estate taxation mitigation or creating an estate for your children and grandchildren. We can help with that too.
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The needs approach method may also address tax advantaged retirement income or estate taxation mitigation or creating an estate for your children and grandchildren. We can help with that too.