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Life Insurance

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Life Insurance to Protect What Matters and Build Your Legacy

With a focus on protection, savings and long-term growth, our comprehensive term life and permanent life insurance services take a holistic approach to savings, family protection, wealth transfer and executive compensation solutions. The policies and programs are designed to safeguard both business and personal interests. In partnership with Oswald Life Insurance, Taylor Oswald delivers first-class customer service from a deep bench of professionals to help you at each stage.

People will purchase life insurance for a variety of reasons. You may have a spouse, children, parents or other relatives to whom you provide care. It may be your business partners that depend on you. Even if your employer provides a policy through work, it is usually recommended to carry an additional individual policy. Many employer policies offer a limited amount of coverage compared to policies bought on the open market.

We can help you conduct a financial needs analysis to determine what level of coverage is appropriate for you. We will use a multitude of factors to get you the coverage your beneficiaries will need:

  • Immediate expenses such as funeral expenses, medical bills, outstanding debts, etc.
  • Ongoing expenses to help pay for everyday expenses.
  • Future expenses like education and retirement.

Taylor Oswald understands that every person and situation requires a unique strategy. We will analyze your current and future needs and place the right type of policy in your financial portfolio. With a focus on proper coverage, we will use our vast network of carriers to maximize coverage and minimize cost. Let us review your current state of affairs to boost your financial preparedness.

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