Life, Disability and Long Term Care Insurance

The death of the family patriarch can create an immediate need for significant amounts of cash to deal with estate taxes, business liquidity, spousal income needs, estate equalization concerns and many other issues.  However, significant estates will often have its cash tied-up in non-liquid assets such as real estate, businesses, qualified accounts, hedge funds, highly concentrated stock positions, collectibles etc.

Scottsdale Financial Group can help structure life, disability and long-term care insurance portfolios that can provide sufficient cash to satisfy immediate demands that could otherwise threaten an estate. Scottsdale Financial Group Founder and President, Robert J. Smith, has 33 years of experience as a financial professional. He has expertise in the disciplines of an estate, succession, insurance, experience with tax strategies and underwriting to offer a solid portfolio of services and products to help ensure your peace of mind.

Products and Services:

  • Term Life Insurance
  • Long Term Care Insurance
  • Universal Life Insurance
  • Capital Needs Analysis
  • Whole Life Insurance
  • Key Person Insurance
  • Second to Die Insurance
  • Succession Planning
  • Disability Insurance
  • Estate Tax Liquidity Planning
  • Insurance Reviews
  • Insurance Brokerage Services

Quotes are available upon request

Scottsdale Financial Group does not offer tax, legal or accounting advice. For advice on such services, contact your own professional counsel.