LIFE INSURANCE BASICS
Shopping for life insurance can seem overwhelming, but deciding which type of policy you need is actually simple. There are only TWO MAIN TYPES of policies to choose from. It is important that you learn the advantages and disadvantages.
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WHAT IS THE DIFFERENCE?
  • Term life insurance lasts for a specific amount of time like 10 or 20 years
  • Permanent life insurance (Like Whole Life and Universal Life) can last your entire life and have many benefits like tax-free growth (for income), long-term care benefits, wealth transfer, and more. (Check out the list below) 

Before you decide between term and permanent coverage it is very important to understand how they all work and to run an analysis to find out which options will benefit you the most with your specific needs and situation. There is no one answer that fits everyone. We use a LIFE INSURANCE calculator that is based upon all your income, investments, expenses, taxes, inflation,  and more. Request your FREE Analysis today.
Permanent Life
Advantages
  • Eliminate Future Tax Risks
  • Eliminates Market Loss Risks
  • Sharply Reduce Fee Risk
  • CHRONIC & CRITICAL Illness Advantage
  • Increases Collateral Capacity
  • TERMINAL ILLNESS advantages
  • ​Delivers LIVING BENEFITS
  • Litigation Insulation
  • Mitigates LONGEVITY Risk
  • College Aid Advantages
  • SAFETY & LIQUIDITY
  • ​FULLY DISCLOSED FEES
  • Market Linked Indexes
  • No Age Limit Restrictions
  • ​Estate Planning Tool
*** Life contracts are not all the same. Please speak to us and read the product illustrations.
Let's look at some sample Illustrations...
THREE TYPES OF TAXES
HOW IS LIFE INSURANCE TAXED?
*** Life Insurance Policy has different options which includes a MEC and NON-MEC which determines if the product can be used for TAX-FREE Distributions or not. This is important to set-up correctly.
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Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Phone # 360-722-7889
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees are not tax or legal advisors and are not operating in such a manner. Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we partner with LifePro Asset Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any illustrations used are hypothetical and were used for explanatory purposes only. THANK YOU!