Life Insurance

You've spent your whole life building your wealth 

Let us help you ensure it stays in your family

Get a Life Insurance Quote

Request a quick, no-obligation quote now. 

Life insurance protects the financial security of the people you love by paying a tax-free cash benefit to your beneficiaries. The amount of coverage you choose and type of insurance you buy should be based on your circumstances and needs.

 

While you may have basic life insurance through work, the coverage may not meet your needs and typically ends when you leave your employer. The cost of individually purchased life insurance depends on your age, gender, health, medical history and lifestyle.

 

Life Insurance is a core component of proper financial and wealth management planning.

De Thomas Wealth Managment has helped clients with independent advice, unique insurance strategies and customized insurance products for over 25 years.

 

Our team will assess your life insurance needs now and for the future. Working with your professional accounting, tax and legal advisors, we will provide recommendations about the best choices and options available in the market today.

 

Types of Insurance:

 

Term Life Insurance

Simple and affordable, providing a fixed amount of insurance for a specific period of time

Permanent life insurance

Provides lifetime coverage – with the added benefit of accumulating cash value over time

universal life insurance

Combine lifetime insurance coverage with tax-advantaged investing to protect your heirs or your assets.

Important: New tax legislation for insurance policies takes effect on January 1, 2017 . Learn More
 
 
Is your family protected?

Contact us to learn how you can protect your family