Insurance Planning Services
By Elite Pacific Insurance & Investments Corp
Insurance Planning
Experience a personalized approach that’s focused on your financial goals. We listen to your needs, create a plan that fits your lifestyle, and help you reach your financial goals.
Insurance is a fundamental and valuable part of your financial plan. It’s wise to protect your most valuable assets—your family and loved ones, your home, your assets, or your business against catastrophic events.
Our team can help put together a customized insurance plan designed to protect you, your family, or your business from the unknown, so you can focus on what’s most important in your life.
Your customized insurance plan could include
Life insurance
Life Insurance gives you and your family the protection it needs to mitigate the financial impact of death. With flexible options to fit your family, including term, permanent, and even non-medical life insurance, we are here to support you should the worst happen.
Critical Illness Insurance
We know the financial toll serious illness has on families. Critical illness insurance provides a tax-free, lump-sum benefit that ensures you have the stability needed to cover medical bills, prescriptions, and monthly expenses during recovery.
Disability Insurance
Disability insurance protects your income when you’re no longer able to work. Our dedicated agents help you find the best plans, compare options, and provide you with the peace of mind and protection needed to ensure financial security.
Personal Mortgage Insurance
Taking on a mortgage is not an easy financial decision. Mortgage insurance ensures your mortgage continues to be consistently paid off in case anything happens to you. This way your family isn’t stuck with a massive debt and years of financial burden.
For Business Owners
Buy/Sell Funding
Premature passing, critical injury, or disability of a shareholder can lead to uncertainty in a business. Buy/sell funding agreements put your business and its interests first so you can overcome financial impacts and maintain business continuity.
Corporate Retirement Strategy
We help business owners continue to grow their assets and access cash well into retirement using tax-efficient strategies. This specialized service uses corporate retained earnings and the benefits of life insurance to transition to a more permanent life insurance policy solution.
Understanding Your Insurance Values
We never take a one-size-fits-all approach when working with clients to find the right insurance plans. We treat every client with the same care and dedication to help them create their personalized insurance portfolio.