Financial Security

Bequest Insurance

Live Well and Leave a Legacy

Financial security

“A goal without a plan is just a wish.” 

Antoine de Saint-Exupéry, French Author (1900 – 1944)

 

Your financial security depends on having financial and estate plans carefully structured to ensure you are comfortable that you won’t outlive your money.

 

Bequest Insurance will help you explore these two critical questions:

  • Will you have enough savings and income to last the rest of your life?
  • Are your savings invested in ways that will allow you to meet your specific lifetime needs?

If you want a solid plan created to meet your personal goals, the average cost in most cases is around $2,250. It may be more or less, depending on the complexity of your situation. Fees for this service and ongoing updates are waived for Bequest Insurance clients.

 

Please contact Bequest Insurance for more information.