Life Insurance can be a complex and scary area for individuals and businesses.
Having a strong, highly trusted advisor in this area is critical to filling your life insurance needs.
Finding one that will take the time to educate you on all of your choices and work with you to make
the proper selection can make all the difference in the world.
Blevins Financial operates with a fundamental belief that every client deserves
this level of service. And that clients, when properly educated, will make the choice that best fits
their objectives.
Part of the complexity in this market comes from the wide variety of uses life
insurance can serve. Each use requires specialized knowledge, support and design capabilities.
Because of this, it is critical that you work with an advisor that has a strong background in both
life insurance AND financial strategies and design.
Blevins Financial provides high level expertise for Life Insurance
Services in the following areas - you can click on each one for greater detail.
Business Buy/Sell Protection - supporting a buy/sell agreement with life insurance to help fund the required buyout.
Tax-Favored Investment Strategies - taking advantage of the tax-favored treatment of investment growth inside life insurance to maximize future wealth.
Estate Establishment - utilizes the life insurance to provide the "inheritance" for the next generation. Allows the parents the freedom to spend the existing estate.
Life Settlement - the sale of a policy you already own, but don't need anymore.
Existing Policy Review - unbiased, expert review of your existing policy for performance and suitability.
Disability Insurance - Insurance that provides personal income replacement in the event that a disability occurs and prevents normal work activities.
Business Overhead Insurance - Similar to traditional personal disability, but geared to specifically help the company withstand the disability of a key employee.
Please Contact Us if you would like to discuss your life insurance needs in detail.
Information on this web site is for general information purposes only. It is important to keep in mind that there are many ways to apply a strategy which are dependent upon your personal situation. Estate, insurance, tax regulations and laws are very complex and are subject to change. This website, therefore, is not designed to be a substitute for specific tax, legal, or other professional advices. For specific assistance for your personal individual situation the services of an appropriate professional should be sought.
