Life insurance: Whole and variable life

In order to serve the insurance and wealth management needs of our clients, our firm established a wholly owned subsidiary: Winslow, Evans & Crocker Life Agency, Inc.

To help you preserve your assets and earning power, our advisors offer unbiased advice about the suitability of planning, protection, and risk transference tools, including:

  • Individual and business life insurance
  • Disability insurance for groups and individuals
  • Long-term care insurance
  • Health insurance for groups and individuals
  • Dental insurance
  • Fixed annuities Learn more about how to supplement your retirement income through annuities.
  • Variable annuities Want to choose how your annuity is invested? Learn more.

 

How can life insurance meet your wealth management needs?
Traditional reasons for buying life insurance include paying off a mortgage, guaranteeing a loan, funding college, creating a retirement fund, or simply providing immediate cash when someone dies. But life insurance also offers tremendous advantages in wealth management. No other financial product enjoys quite the tax advantages life insurance does, making it key to concerns such as:

  • Funding long-term survivorship needs
  • Ensuring your own legacy
  • Creating an estate
  • Paying estate taxes
  • Funding a business transfer
  • Continuing a business
  • Protecting against the loss of a valuable employee
  • Protecting your estate from taxes

 

Winslow Life Agency Overview  
Insurance FAQs 

Next steps
To learn more about how insurance benefits can protect your family, property and estate, please call a Winslow advisor today.