Life Insurance

For Family Protection

Most people realize that life insurance can protect a family from the financial hardship caused by the premature death of the income earner(s). Beyond that, there are many decisions to make, including type of insurance to select and amount of insurance needed, as well as which company and product to choose. OJM team members can provide the information to help clients make educated decisions in these areas.

As an Asset Class

Permanent (cash value) life insurance is an asset with unique wealth accumulation attributes. When structured properly, life insurance may offer tax benefits, asset protection qualities, and principal protection in ways that other asset classes cannot match. Our team has helped educate clients to better understand this asset class and how it might play a role in their overall wealth plans.

ARTICLES

May 2019 Market Update
Bob Peelman

May 2019 Monthly Market Update

Stock markets around the world continued their upward climb in April. An index of global…

VIDEOS

team working together
Webcasts

Market Volatility in Retirement

In our February webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP®, explains the…

PODCASTS

First Quarter Update
Bob Peelman

First Quarter Market Recap

OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance…