WILLS & TRUSTS

WILLS & TRUSTS

Having your insurance in trust will ensure that the right money gets to the right person at the right time.  Keeping life insurance in trust and outside your estate means that your beneficiaries typically get access to the money faster alleviating any financial burdens sooner.  There’s no additional cost to putting your insurance in trust and minimal additional paperwork.  Your life insurance written in trust and protected by a will ensures your finances and final wishes are taken care of, if you are not here to do so.

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SOME OF THE INSURERS WE WORK WITH...

We can arrange insurance policies with a number of different lenders, here are just a few of our trusted partners…

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