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

financial planning
ojmcares-2

Six Financial Actions to Take During the COVID-19 Crisis

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VIDEOS

coping with covid-19 finance and business
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COPING WITH COVID-19

The team at OJM Group has put together this series of videos aimed at providing…

PODCASTS

financial book for doctors
Jason O'Dell

OJM Group Launches New Book for Physicians

OJM Group partners, Jason O'Dell, MS, CWM and Carole Foos, CPA, announce the launch of…