What we believe as we approach your planning:
There are really only 3 reasons to buy life insurance:
There are really only two types of life insurance policies – those without cash value (generally Term Life insurance) and those with cash value (Whole Life, Universal Life, Index Life, Variable Life and variations of each). Policies can be complicated and often have a lot of small print but they basically fit into one of these two categories.
These are our top three priorities in planning your life insurance program:
We believe a final essential is to review your plans on a regular basis.
We do not sell products so we can offer clarifying insight and true objectivity into how to best create your desired legacy. We offer annual stewardship support to help make certain your plans meet your objectives over time.
Neither Petra Life Services, Inc. nor its representatives may give you tax or legal advice. We recommend that you consult with, and rely on, your own tax and legal advisors about the concepts presented in these materials.