Securities offered through Commonwealth Financial Network, Member FINRA/SIPC. This communication is strictly intended for individuals residing in the state of MA .  No offers may be made or accepted from any resident outside this state due to various state regulations and registration requirements regarding investment products and services.

Life Insurance Planning

The life insurance policy has always been recognized by financial professionals as an extremely versatile tool in personal and business insurance planning.

Forsberg Insurance Planning helps clients determine the appropriate use of life insurance and the right policy for their needs. In choosing the right policy, we have access to over 30 Life Insurance companies to help ensure that you have the right policy at the best price.

Areas where life insurance may be recommended include:

• Personal Estate Planning*
• Tax Planning*
• Business Continuation
• Buy/Sell Agreements
• Key Person Agreements
• Supplemental Executive Retirement Plans
• Split Dollar Plans

 

 

*Estate and Tax Planning services are done in conjunction with your estate planning attorney,
tax attorney and/or CPA. You should consult them for specific advice on legal and tax matters.