INSURANCE
Keeping what’s important to you protected.
We'll recommend a plan that satisfies your personal, business, and estate planning needs that includes:
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An insurance portfolio risk-assessment with a focus on outdated, inefficient, or gaps in policies
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Annual policy review performance to identify under-performing products and offer solutions
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Access to advanced underwriting specialists to help get the coverage you need if you've been denied or rated by insurance carriers due to health issues
Our insurance strategies include:
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Income replacement strategies utilizing life, disability, and long-term care solutions
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Finding the most efficient and effective ways to share your wealth with the people most important to you
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Transforming lost tax dollars into charitable gifts
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Multiplying the impact of your generosity
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Preserving your family legacy, vision, and values
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Premium Financing
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Key employee(s) protection
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Non-Qualified benefit plans
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Private Placement Life
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Life Settlements
Want a quick Term Life Insurance quote?
MSF has partnered with Lion Street and PolicyGenius to provide access to this fully automated portal, where you can self-select and apply for term life insurance hassle-free. With life insurance policy options from various major life insurers, PolicyGenius will handle your application process from beginning to end.
Benefits
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Takes 2 minutes
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Compares quality carriers without bias
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You select appropriate coverage
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No requirement to speak with an agent
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No cross selling nor upselling
