From changing jobs, to going through a divorce, to a death in the family - we understand that life events can be extremely difficult and challenging.

It is very difficult to plan for what life throws our way however, with a little bit of planning, we believe we can help make a difference when that curveball comes your way

Our proprietary Life Access™ planning process and portal helps make it easier on your family to handle the challenges that come your way, such as:

  • Job and/or career change
  • Marriage
  • Divorce
  • Birth
  • Adoption
  • Death
  • Insurance needs
  • Home purchase / sale
  • Disability
  • Aging parents

There is no way to prevent the unexpected, but the best defense is preparation.

Failing to prepare is preparing to fail.
— John Wooden, legendary UCLA basketball coach