What is life insurance?
Life insurance isn't just a death benefit. It's an asset class you use throughout your life.
The 17-second video highlights one the many real living benefits of this versatile financial tool.
At Vest, our mission is to listen, educate, and empower.
Vest takes a consultative, transparent approach to the topic of life insurance. After getting to know your personal and financial goals we create a plan best suited to grow and protect your wealth, and our policy monitor protects you long term.
- Policy Monitoring and Review
- Complete underwriting services
- Tax-efficient strategies for wealth building
- Portfolio approach to product offerings
- Estate & Legacy Planning
Vest understands business owners face unique challenges. Protecting your business, retaining key employees, and securing your firm’s legacy can be daunting tasks. Fortunately life insurance can be used to fund these critical initiatives.
We specialize in:
- Buy/sell agreements
- Key person insurance
- Succession/continuity planning
- Estate equalization
- Employee life insurance
- Business policy monitoring
From our clients...
Vest has relationships with best in class life insurance; disability and long-term care carriers.