We have a simple straightforward process. FIRST, we listen… We need to understand your concerns and needs before proceeding. SECOND, we ask all the important questions to make sure we’re clear on what you will qualify for so we can best serve your needs. LASTLY, we make our recommendations and help you apply for coverage once you’ve confirmed how you would like to proceed.
Having life insurance is a way to provide financial security and peace of mind for both you and your loved ones. Without it, your family may face significant challenges during an already difficult time.
Without coverage, your family may lose their home, will lose your income, will have to cover funeral costs and debt, future funding for children’s education, and a very useful financial tool to kickstart the difficult road ahead without you.
Your own life, the lives of your children, spouse, business partners and business! Let’s work together to make sure that ALL of your insurable interests are covered.
If you are currently uninsured, it’s time to act, and get covered. It’s important to make sure you get the right policy that best suits your needs, not the needs of the agent advising you. And lastly, make sure your monthly premiums fit comfortably within your budget. Remember, the goal at the end of the day is coverage.
At Beacon Financial Group, we are committed to excellence. Since we began our journey in 2018, we have worked hard to make sure our clients receive tailored solutions that satisfy their needs. As a full-service provider, we can take care of all of our clients’ needs, whether it’s mortgage protection, final expense, retirement solutions, debt free life or infinite banking. Get in touch with one of our agents and let us help you get protected today.
Before we recommend any life insurance solutions, we need to understand your concerns, educate you on your options, make sure we find the best solution that fits your budget, then help you apply for coverage. Once we have applied for coverage, we will stay in touch until we get you approved. After that, we will be following up annually with you on the anniversary of your policy, year after year, and if your needs have changed, we will be there to advise and help you choose the policy that best suits your current needs and budget.
At Beacon Financial Group, we are committed to excellence. Since we began our journey in 2018, we have worked hard to make sure our clients receive tailored solutions that satisfy their needs. As a full-service provider, we can take care of all of our clients’ needs, whether it’s mortgage protection, final expense, retirement solutions, debt free life or infinite banking. Get in touch with one of our agents and let us help you get protected today.
The most affordable way to protect your loved ones. term coverage is accessible to individuals who want coverage without a high premium. You can choose the term, such as, 10, 20 or 30 years, whichever best aligns with your financial obligations. Term is ideal for covering financial responsibilities with an end date, like a mortgage or children’s education. Many term policies offer the option to convert to a permanent policy later on, giving you flexibility if your needs change.
Permanent life insurance provides coverage for your whole life and includes a cash value component that grows over time. There are several different types of permanent life insurance policies such as whole life, universal life, indexed universal life and variable life insurance. Permanent life insurance is often chosen by individuals who want lifelong coverage and are interested in the investment component, as the cash value can be used for loans, withdrawals, or to pay premiums.
Retirement solutions, Annuities, Infinite Banking and Debt Free Life! There are a multitude of ways to structure and use a permanent life insurance policy. Through our needs analysis process, we will help you understand how these permanent life insurance policy options may fit into your financial planning strategy.
The most affordable way to protect your loved ones. term coverage is accessible to individuals who want coverage without a high premium. You can choose the term, such as, 10, 20 or 30 years, whichever best aligns with your financial obligations. Term is ideal for covering financial responsibilities with an end date, like a mortgage or children’s education. Many term policies offer the option to convert to a permanent policy later on, giving you flexibility if your needs change.
Permanent life insurance provides coverage for your whole life and includes a cash value component that grows over time. There are several different types of permanent life insurance policies such as whole life, universal life, indexed universal life and variable life insurance. Permanent life insurance is often chosen by individuals who want lifelong coverage and are interested in the investment component, as the cash value can be used for loans, withdrawals, or to pay premiums.
Retirement solutions, Annuities, Infinite Banking and Debt Free Life! There are a multitude of ways to structure and use a permanent life insurance policy. Through our needs analysis process, we will help you understand how these permanent life insurance policy options may fit into your financial planning strategy.
The last step is to apply for the coverage. We will submit the application on your behalf, follow up with the carrier to insure we deliver any outstanding requirements they may request. Once the policy is issued and in our client’s hands, we schedule a follow-up call to make sure the coverage is fully understood.
The last step is to apply for the coverage. We will submit the application on your behalf, follow up with the carrier to insure we deliver any outstanding requirements they may request. Once the policy is issued and in our client’s hands, we schedule a follow-up call to make sure the coverage is fully understood.
