Mark Cardoza's understanding and service(assistance) made a great difference in safeguarding my retirement money and placing assets in a safe place. His continued unobtrusive involvement guarantees updated service and peace of mind.
Lillian - Boston, MA
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
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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