Life Insurance Matters...

There are a variety of Life Insurance products to choose from.  Whole Life, Universal Life, Term Life, and Second to Die Life insurance all have their proper place.  The key is deciding what amount and combination of products are right for you.

Within this process, our professionals have expertise in guiding you through that decision-making process and are committed to managing your insurance portfolio as your needs and objectives change.

The proper life insurance policies:

• Maintain your standard of living for your family in the event of death
• Support the achievement of your retirement goals
• Provide liquidity needed to satisfy financial obligations such as debt and inheritance taxes

Our client development team is supported by strong internal support staff who work together to develop, execute, and service a comprehensive protection plan for you, your family, and your business. Canopy works with approximately 20 of the country’s top-rated insurance carriers which gives us a breadth of products to choose from and allows us to pick the best product for your particular situation. Our industry affiliations and expertise also provides us with significant leverage to negotiate with individual carriers on your behalf.

Interested in pricing?