Life Insurance & Legacy Planning

Protect the people
who depend on you.

A short conversation to understand your family and your budget, then honest options — not a sales pitch. I'll tell you if I don't think you need coverage yet, too.

Interested in building an income helping families like this instead? See the opportunity →

Coverage Options

Coverage built around
your actual life.

Every family's situation is different — here's the three most common starting points, explained plainly.

Most Common

Term Life

Coverage for a set period — 10, 20, or 30 years — at the lowest cost per dollar of protection. Usually the right fit while you have a mortgage or young kids at home.

Lifetime Coverage

Whole Life

Coverage that never expires and builds cash value over time. Costs more than term, but makes sense if you're thinking about legacy, not just income replacement.

Simplified

Final Expense

Smaller policies designed to cover funeral costs and final bills so your family isn't left covering them out of pocket. Easier to qualify for, often no medical exam.

How It Works

Three steps.
No pressure at any of them.

You can stop after step one if it's not the right time — that's a completely normal outcome of this process.

Step 01

We Talk

15 minutes. I ask about your family, your budget, and what you're actually trying to protect against — no forms, no quotes yet.

Step 02

I Compare

I check your situation against multiple carriers, not just one company's product, and bring back the options that actually fit.

Step 03

You Decide

You choose, or you don't — both are fine outcomes. If you move forward, I handle the paperwork and stay your point of contact after.

Questions

Common questions.

How much coverage do I actually need?

Depends on income, debts, and how many years you want replaced — most families land somewhere between 10-15x annual income, but we'll work out your actual number on the call, not guess at it here.

Do I need a medical exam?

Depends on the policy type and amount. Final expense and some term policies can be approved without one. I'll tell you upfront which options require an exam before you commit to anything.

What if I already have coverage through work?

Worth checking — employer coverage usually ends the day you leave the job, and often isn't enough on its own. I can look at what you have and tell you honestly if it's sufficient.

Is this a hard sales pitch?

No. If it's not a fit, or it's not the right time for you, I'll say so. This site exists because I'd rather have that conversation directly than have you guess at pricing from a form.

"I expected a sales pitch and got a straight answer instead. Mike told me the smaller policy actually made more sense for where we're at right now. That honesty is why we came back for a second policy last year."

Priya & Sam K. — Clients since 2024

Let's talk about
your family.

15 minutes, no pressure, no obligation. Book a time that works for you.

Book a Call With Me →