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Life Insurance and Property & Casualty Insurance

Life insurance can play a vital role in your financial security plan.

Is it Worth Paying for Life Insurance?

Apex Retirement Services offer a variety of insurance services inclusive of life, and property and casualty. These services provide the convenience of having all elements of your financial picture under one roof.

Countless life insurance plans are available, and each provides its own list of benefits. Each also comes with its own list of costs. Life insurance can play a vital role in your financial security plan. Which is why Apex Retirement Services recommends coverage that meets your unique needs.


Types of Life Insurance SFP Specializes In:

Business Owner Life Insurance
Individual Life Insurance
Group Life Insurance
Credit Life Insurance

Of course, life insurance often provides a tax-free lump sum payment to the surviving family member(s) in the event of a death; offering financial security. But it also assists in paying for final expenses or debts, lessening the uncertainty and stress that comes along with making final arrangements. However, there are six additional benefits to life insurance you may want to consider:

An instant estate for your loved ones at a time when funds are most needed
Death benefits that are almost always non-taxable for named beneficiaries
If you name a beneficiary other than your estate, you could avoid probate costs
Some life insurance plans could offer your loved ones protection from creditors
Build tax-advantaged capital for retirement purposes
Provide liquid savings through some permanent life insurance plans
Ryan Skinner working at computer

Property & Casualty Insurance:

Apex Retirement Services strives to offer our clients comprehensive assistance in all areas of their financial life, inclusive of property & casualty insurance. As such, we partner with a full-service property & casualty broker that works with dozens of carriers nationwide. They will shop your market for the best value and then customize a plan to fit your needs. Their #1 goal is to make sure that you are properly protected to secure your financial future in the event of a devasting or litigious loss.

Got questions? Contact us today.


Our approach to working with clients is one that is both relaxed and confident. The sound and well-researched solutions we provide to you is intended to establish a solid financial plan for your future.


Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.