The Westport Group

Life Insurance

Executive Life Insurance

Life Insurance programs can be written for executives or a select group of employees. These programs are tailored for the individual on a term insurance or permanent insurance basis. These programs are usually tax deductible for the corporation, provide a better planning opportunity for the individuals, are fully portable at current rates and the cost is usually lower than traditional employer sponsored programs.

Life Insurance Planning, Analysis and Disposition

This service is typically provided for high net worth individuals, corporations and trustees. The Analysis includes an examination of the client’s current policies to ensure that the policies are providing the best possible value, that ownership structure is appropriate and the current structure takes advantage of existing tax laws. Typically, if a client discontinues coverage, we can ensure that the client receives the best possible value for the contract.

 

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The Westport Group, 100 Grandview Road, Suite 412, Braintree, MA 02184 T: 781.380.1055

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