Life Insurance
& Estate Planning
We represent all major carriers.
Including but not limited to:
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John Hancock
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Protective Life
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Lincoln Life
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Met Life
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Pacific Life
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Prudential Life Insurance
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We research the products and carriers to meet the Client needs.
Life Insurance Products
01
Term, Whole Life, Final Expense, Variable Life Insurance
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Davis Associates can assist with life insurance and estate planning by providing policies that offer financial protection for beneficiaries in the case of a policyholder's death. This can help cover expenses, debts, and ensure financial stability for loved ones. Additionally, life insurance can be a valuable tool in estate planning, offering liquidity to cover estate taxes and facilitating the smooth transfer of assets to heirs.
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Investment Products
02
Fixed and Variable Annuities, Mutual Funds and ETF's
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Davis Associates will provide annuity illustrations for both Fixed and Variable Annuities.
We will detail each product to assure suitability is achieved to meet the client’s investment objectives and goals based on the products and services available
Financial Protection
Hassle free with no obligation Davis Associates will provide you with Life Insurance quotes to fit your personal, desired preference.
Considering the amount of coverage you need, based on your current income and the ongoing expenses your family will need.
We will not place Our interest above the Client.