Life Insurance

Life Insurance

In the market for life insurance but aren’t sure which plan you should choose? Call our life insurance specialists today. By reviewing your unique situation, we will help you select the best option for you. Contact us today to take steps towards improved financial security.

What’s Life Insurance?

In a life insurance policy, an agreement is made between a customer and an insurance company. The company agrees to pay a lump sum to a beneficiary in the event of the policyholder’s death in return for scheduled payments, or premium.

Universal & Term Life Insurance

Term life insurance relates to a specified time frame, relating to both the premium payments and the payout.

Universal or whole life insurance is permanent, guaranteed for the duration of the owner’s life. This life insurance offers easy access to funds and provides tax-advantaged wealth growth.

Each form of life insurance offers benefits. To find out which life insurance solution will work for you, talk to our insurance professionals.

What are the financial benefits of life insurance policy as opposed to investing in other ways?

Depending on our unique circumstance, there will be pros and cons to every investment plan. This is why selecting a dependable financial professional is a necessity.

Who Needs Life Insurance?

All adults, no matter how old they are, have a need for life insurance.

Why Should Everyone Buy Life Insurance?

  • Provide a way for your family to pay for funeral expenses.
  • To pay for the expense of children that may still be living at home.
  • Paying off mortgages and other debts.

These reasons are only the tip of the iceberg. Learn more by contacting a life insurance professional from Safeguard Investment.


Free Retirement Kit

kit-ss-emailBefore you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement:


  • Will You Have Enough Income in Retirement?
  • 5 Retirement Planning Missteps to Dodge
  • Optimizing Your Social Security Benefits

Enter your info below, and we’ll email you your complete kit.

Get in Touch

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (877) 213-SAFE (7233) today!