ESTATE & LIFE INSURANCE STRATEGIES

VISIONARY

INNOVATIVE

INDEPENDENT

Life insurance is a critical component of estate planning and wealth management. Our financial advisors and the team at Luxon Insurance Services structure insurance strategies to meet your needs in connection with family wealth preservation, tax concerns, retirement, philanthropic and other desires. Let us perform an independent review of your current coverage and help determine how it fits into your overall personal financial situation. We will work directly with your estate planning team to ensure that the insurance products and strategies we recommend are ideal for you.

  • Whole Life policies

  • Term policies

  • Universal Life and Indexed Universal Life policies

  • Annuities

  • Long Term Care