Legacy Planning
Life insurance without the sales pitch
What I can help with
Working out how much
Starting from what would actually need paying for, rather than a multiple of your salary.
Reviewing an old policy
Whether what you bought years ago still fits, and whether it's still doing what you think it is.
Covering final expenses
Smaller coverage aimed at funeral costs, so the bill doesn't land on your family in a bad week.
Most people already have a policy they've stopped thinking about.
Coverage through work they've forgotten, a term quietly about to end, or a beneficiary they'd no longer choose. That review costs nothing and is worth doing before buying anything new.
Where this fits
- Insurance Policy Review
- Wealth Transfer
- Business Continuation
- Charitable Giving
Life Insurance guides
5 guides · scroll or swipe
- Term vs permanent
Term vs permanent life insurance, plainly
Two products share a name and work nothing alike. Here's how to tell which problem you have.
8 minute read - How much
How much life insurance do you actually need?
Start from what would need paying for, not from a multiple of your salary someone quoted at you.
6 minute read - Final expense
Final expense cover, and who it's actually for
Small policies aimed at funeral costs, why the health questions are lighter, and when it's the wrong tool.
5 minute read - Policy review
Reviewing a policy you already have
The free hour that finds a lapsing term, a forgotten work policy, or a beneficiary you'd no longer choose.
6 minute read - Annuities
Annuities, and whether one actually fits
What they solve, the kinds that exist, and the situations where the answer is plainly no.
8 minute read
