Well Designed Whole Life Pros
How Can This Be Used?
Let's Talk Term
Term insurance should be cheap and easy to access, but not all term policies are the same. Here's where we get creative:
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Laddering Strategy - We use a combination of different terms and amounts to cut upfront, and overall cost.
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Annual Renewable - The cheapest coverage you can pursue not often talked about. A great option to change to whole life later.
Long Term Disability insurance may be offered by your employer, however it's possible there are caps and taxes involved, creating a gap. Here's some occupations who may be underinsured:
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Medical Residents & Full Time Attending Doctors
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Attorneys, Accountants and Architects
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Commissioned Salespeople
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Business Owners
Disability Income
About Us
Rob
Founder
3 Whole Life & 3 Term Policies
Sarah
CMO
1 Whole Life & 3 Term Policies
Noelle & Rory
Co-CEO's
4 Whole Life Policies
How It Started
My name is Rob, and I am the founder of Cash Value Acumen. I left the home mortgage industry to find a more interesting, unique platform in finance. Instead of providing lending to people who do not have cash at the time, I now help establish financing the dollars we do have in the most efficient manor possible.
Who We Are
We are a family based insurance practice out of Portsmouth NH. Despite us being in the New England area, we do operate in nearly all of the Unite States. My wife Sarah and daughter Noelle also help in the business. Outside of the work we do, we enjoy traveling, cooking and anything that makes Noelle laugh.
