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NOTICE: The financial community is seeing an aggressive increase in scams and phishing.

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Life Insurance

Protection at a crucial time for those who matter most to you.

Mortgages and home loans

Service Provided By

Investments & Life Planning
(801) 223-7502
3333 North Digital Drive Ste. 200
Lehi, UT 84032


When you’re in need of better protection

Life insurance is a contract between you and an insurance company that agrees to pay your beneficiaries a specific amount of money when you die. In return, you agree to pay a premium – either as regular payments or as a lump sum.

It can be easy to view life insurance as an obligation rather than an opportunity, which may be why nearly 40% of American households feel they’re in need of more or better protection. 

In addition to providing funds to pay for your last expenses (such as estate taxes and other costs), life insurance can protect your family’s home by paying off the mortgage and other debts and may be able to replace your income and help to maintain your family’s standard of living after your death.

We’re here to help

Call or Text

(801) 223-8188
Mon – Fri: 8:00 am – 6:00 pm
Sat: 9:00 am – 2:00 pm

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or send us a message from inside online banking.

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