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Patrick Davis

Helping families since 2002.

How Can I Help?

Disability income Insurance protection

Your income is one of your most valuable assets. It allows you to maintain your standard of living, pay bills, save for the future and enjoy life’s simple pleasures. In short, your income provides the foundation for life as you know it. Have you considered what would happen if you couldn't work to earn your income?

Mortgage protection insurance

Purchase a term life insurance policy for at least the amount of your mortgage. Then, if you pass away during the "term" when the policy’s in force, your loved ones receive the face value of the policy. They can use the proceeds to pay off the mortgage. Proceeds that are often tax free.

Retirement Planning through life insurance

Though today’s financial marketplace can be precarious and change quickly, whole life insurance has remained a stable part of a financial plan that can combine three guarantees – death beneļ¬t, fixed premiums, and cash value – into one powerful and effective asset.

Annuity Transfers

There are a number of retirement savings options available, though, such as a 401(k) through your employer, an individual retirement account (IRA) or an annuity. Annuities can help you supplement your retirement income and give you peace of mind.

 

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