Insurance allows for the transfer of risk from you, to an insurance company, thereby providing peace of mind. Policies can protect against adverse financial and legal consequences. Some events are inevitable, like death; while others are unpredictable. Insurance policies can cover what you are beholden to pay should the defined circumstance occur. For instance, a policy can cover inheritance tax.
Or, insurance can also be an investment instrument. Annuities recognized by the IRS allow you to grow your wealth and defer taxation until money is withdrawn.
Shane & Shane Financial can advise you on what insurance products are most appropriate for you and your family, as well as for your business.Shane & Shane Financial can offer policies that meet your needs, including succession and key-man insurance, and insurance that helps with estate planning.