Life Planning

At PBI, we work closely with individuals and families in assisting them in preserving and growing their wealth. Our services include:

Life Insurance Planning – Our full range of life insurance policies includes:
• Term Insurance
• Traditional Whole Life
• Universal Life
• Variable Universal Life
• Annuities

Disability Planning – For when you are faced with difficult decisions that need addressing, such as:
• Maintaining household
• Maintaining retirement plan contributions
• Addressing family’s long-term needs
• Covering children’s education expenses

Long-Term Care Insurance – We plan with you to help ensure that you:
• Maintain access to quality care
• Protect assets
• Avoid welfare
• Avoid becoming a burden

At PBI, we are proud of the many value-added services we offer to every client who walks through the door. With each of our products comes a number of customer-friendly services which allow us to help you ensure that all of your needs are met.
• Personalized One-on-One Service
• Comprehensive Review of Long-Term Needs