Life Insurance Planning

One of the many services we offer

Life insurance can be a very powerful tool and an important facet of your estate plan.

Zinner's team of professionals can help ensure you have the right type of insurance and in the right amounts. Life insurance is not about the policyholder, but about the lives of those named as beneficiaries of the policy. It helps to protect loved ones in the event of untimely death and can also be used to help maintain an estate, aid with succession planning and ensure liquidity in a family business.

We ensure that life insurance is considered as part of our client's financial and estate planning. We help them weigh their life insurance needs and offer advice on the plan that can offer a fit to their unique requirements.

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