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Planning in Perfect Balance

Wealth Planning Questionnaire

Estate Planning With Life Insurance Made Easy

Do you have a plan for business continuation that is funded by life insurance?

Does your life insurance cover your potential federal estate tax risk?

Does life insurance cover you in the event of the loss of key employees or partners?

Does your life insurance maximize cash value or death benefit for self financing?

Does your life insurance include retirement income, disability and long term care?

Does your life insurance provide cash reserves for investing during economic downturns?

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Some of the life insurance companies we represent

Latest News and Articles from our Blog

Charitable Remainder Trust and Charitable Lead Trust Planning

Penn Mutual Review [High Cash Value Life Insurance]

What is an Irrevocable Trust [and Why You Might Need One]

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ABOUT US

Insurance & Estate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL and MN. Read more.

INSURANCE & ESTATES MISSION

To provide our clients with sound strategies for estate planning, wealth protection and sustained wealth-building to provide a path to financial freedom.

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Disclaimer: See the jurisdictions in which Steven Gibbs and our other agents are licensed, admitted or otherwise authorized to market insurance products and/or legal services to consumers. This website is provided by Steven J. Gibbs and Insurance & Estate Strategies, LLC, a Wyoming limited liability company, in order to educate and inform the general public of the services we offer only. Due to Steven Gibbs license as an attorney, this website may be interpreted to constitute attorney Advertising. Submission of information to insuranceandestates.com or use of this website, does not constitute an attorney client relationship with Steven Gibbs unless and until the terms of our agreement are confirmed in writing.

By completing a questionnaire or requesting information from insuranceandestates.com, you consent and expect to be contacted by a licensed insurance agent via phone, email, text or direct mail. Insuranceandestates.com will not sell your information to a third party. Any health or personal information shared is protected by applicable HIPAA privacy laws and regulations. Insuranceandestates.com agents are appointed in multiple states. Invitations for application for life insurance on insuranceandestates.com are made through its designated agents, Steven Gibbs or Jason Kenyon, only where they are respectively licensed and appointed. The following agent license numbers are provided as required by state law: TX agent # 1645918, CA agent #0H10167, LA agent #520643, MA agent #1974986, MN agent #40220468, UT agent #355503. Additional licenses are available upon request. No portion of insuranceandestates.com may be copied, published, faxed, mailed or distributed in any manner for any purpose without prior written authorization of the owner. If an InsuranceandEstates visitor requests a quote, Insuranceandestates.com may enlist the help of other independent agents to help its customers find the best values. Life insurance policies described, quoted, shown and illustrated throughout this website are not available in all states. Rates and time taken to qualify and purchase a life insurance policy vary by product and underwriting requirements.