Why Life Insurance?

In the event of a tragedy, life insurance proceeds can help cover everyday expenses, like the mortgage and household bills. The cash received from a policy (the death benefit) can help protect your family from being burdened with debt. In addition to helping meet your family’s immediate financial needs, life insurance can also be used to help keep a business thriving, help finance future needs like your children’s education or supplement your retirement funds.

You may know the distinct pride you get in purchasing your own home or car. Ownership can give a certain comfort, a certain satisfaction that your financial stability is solid, secure, and even permanent. Wouldn’t you like to feel that way about your family’s financial future – even if you weren’t around to provide for them? When you purchase life insurance, you select a plan that provides the right kind of protection for your family. Life insurance is an important way we say “I love you.”  Does your family know how much?

• Where do you start?
• How much coverage so you need?
• How long will you need the protection for?
• Stoneway has a plan that fits every family’s budget

Why Disability Insurance?

If you think about it, everything you have today – your home, car, groceries, savings – basically your lifestyle, depends on your ability to earn an income. Most people are quick to insure their possessions, such as their home and car. Individuals generally have life insurance that would provide for their family, but the one thing that makes all this possible is – your income. It’s your most important asset. So, protecting it with disability insurance isn’t just a good decision – it’s essential.

Disability insurance helps replace a major portion of your income when you are sick or injured and unable to work. Some people think of it as “paycheck protection.” Others view it as a way to protect their home since a mortgage payment is often a family’s most significant monthly expense.

– Where do you start?
– How much coverage do you need?
– How long will you need the protection for?
– Stoneway has short term and long term DI plans to fit every budget

Stoneway Investment Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products