Mark goes out of his way to service his clients. I was introduced to him 6 years ago. He helped me organize my assets so that I could live comfortably after my husband passed away. He visits me and checks in with me from time to time. It's nice knowing that I can call him if I need help making decisions. He is honest, trustworthy and welcomed in my home anytime.
Gloria - Brewster, MA
Mark took the time to understand my life insurance needs and find the best product to fit those needs. He has been an excellent resource for me and my family's financial needs. Service second to none by taking the time to answer every question and address every concern.
Peter - Wayland, MA
Whole Life
Whole life insurance is the oldest form of life insurance. It is a cash value, permanent plan that is generally designed and structured to provide coverage to the age of 100 or older. However, there are some polices that are considered whole life but do not necessarily hold true to the original design of 100 years old or older.
The cash value provided by whole life policies is available for withdrawal, as well as loans, based on the contract.
Whole life is most often used for:
Financial protection due to death
Retirement Planning
Estate Tax Planning
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