Life Insurance

Life insurance is designed to protect and preserve your personal, business and estate assets. It is important to separate these three when you are doing your planning.  Chalk & Gibbs offers all life insurance products from over 20 A to A++ rated companies. The following categories will give you some helpful hints when considering how much life insurance you may need.

Life Insurance Needs Analysis:

  • Replacement Income
  • Mortgage Or Rent
  • Outstanding Debt
  • Education
  • Funeral Cost
  • Probate And Administrative Fees
  • Emergency Fund
  • Total Cash Needed
  • Available Assets
  • Potential Life Insurance Needed

Business Needs Analysis:

  • Outstanding debt
  • Partnership Buy-Out
  • Key Employee
  • Liquidity

Estate Needs Analysis:

  • Family Equalization
  • Estate Tax Funding

How Can We Help?

To receive more information:

Call 1-800-849-3167 or 252-726-3167 or
Email: life@chalkandgibbs.com