Life insurance is more than just a safety net for your family; it’s a powerful tool for ensuring long-term security and stability.
At Live Oak Financial Group, we offer both term life insurance for affordable protection and permanent life insurance that builds cash value over time.
Whether you want to safeguard your family or use life insurance as a retirement savings tool, we’ll help you find the right solution to meet your needs.
Life is unpredictable, but with the right life insurance policy, you can ensure that your loved ones are financially secure even in the face of the unexpected.
We offer term life insurance to provide affordable coverage during key financial years, and permanent life insurance for those looking to build long-term wealth.
Life insurance offers more than just death benefits; it’s about creating a lasting legacy for your family.
At Live Oak Financial Group, we offer a range of life insurance options designed to fit your unique goals:
Term Life Insurance: Affordable protection that covers you for a specific period, ideal for young families or those with short-term financial obligations.
Permanent Life Insurance: Long-term coverage that lasts a lifetime while building cash value. This can be accessed for financial needs or used as part of a retirement strategy.
Cash Value Life Insurance as a Retirement Tool: Permanent policies like whole life and indexed universal life (IUL) build cash value over time, which can be used as tax-free retirement income, giving you financial flexibility when you need it most.
Term life insurance provides coverage for a set period, typically 10, 20, or 30 years. If you pass away during this term, your beneficiaries receive the policy’s death benefit. It’s an affordable way to protect your family during key financial years.
Permanent life insurance provides lifelong coverage and builds cash value over time. It offers flexibility because you can borrow against the cash value for personal or retirement needs.
Cash value life insurance policies, like whole life and indexed universal life (IUL), build tax-deferred savings. You can access this cash value in retirement as a tax-free income source, giving you additional financial flexibility.
Request a phone call with one of our retirement specialists today.
From building a strong foundation to growing and protecting your wealth, we offer personalized strategies for every step of your financial journey.
From building a strong foundation to growing and protecting your wealth, we offer personalized strategies for every step of your financial journey.
We are an independent financial services firm helping individuals create retirement strategies using a variety of strategies and insurance products to custom suit their needs and objectives. Insurance products and services offered through Live Oak Financial Group. The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice.
The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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