Life Insurance

A Cornerstone of Retirement and Legacy Protection Strategies

* Provides tax-advantaged assets and legacy planning solutions

* Roth alternatives and efficient payment of estate taxes

Only 59%4 of Americans have enough Life Insurance and about half of those with insurance are underinsured, according to Life Insurance Marketing and Research Association, (LIMRA).


We can create the right life insurance strategies for you, especially if you’ve already maxed out your Roth IRAs and 401(k)s.

Life Insurance Review

Our recommendations can help bring added confidence to you and your family. We provide cost and benefit analysis to determine if your current life insurance is meeting your needs.

All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the insurance policy.

Insurance products are offered through the insurance business Summit Wealth Strategies. Summit Wealth Strategies is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Summit Wealth Strategies are not subject to Investment Advisor requirements. Summit Wealth Strategies and IPW are not affiliated companies.

Life Insurance

To talk to a team member about life insurance in regard to your estate and/or retirement plan, fill out the form below.

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