PI Financial Services

Life Insurance


Life insurance, in its simplest form, will provide for the immediate cash needs upon your death. This death benefit is received tax-free, and will bypass your Will and probate fees. With a wide variety of plan structures, such as Term, Universal Life, and Whole Life, life insurance will provide financial security for your family. There are extensive uses for these plans, including:

  • Estate planning
  • Mortgage insurance
  • Income replacement for a surviving spouse
  • Tax-sheltered wealth accumulation
  • Charitable giving