CASH VALUE POLICIES
Cash Value Policies in Whole Life insurance provide lifelong coverage along with a savings component. They offer a death benefit and guaranteed accumulate cash value over time, which you can borrow against or withdraw. This allows you to build a financial asset while ensuring your loved ones are protected.
BUSINESS KEY PERSON & EXECUTIVE BONUS PLANS
Business Key Person and Executive Bonus Plans are designed to attract and retain top talent within a company by providing financial incentives. These plans offer additional compensation, often in the form of bonuses or benefits, to key individuals whose contributions are critical to the success of the business.
401(k) ROLLOVERS FOR GUARANTEED LIFETIME INCOME
A 401(k) or 403(b) rollover into a Fixed Index Annuity (FIA) allows you to move your retirement savings into an account that provides guaranteed lifetime income. The FIA is linked to a stock market index, offering the potential for growth while protecting your principal from market downturns. This strategy ensures that you can create a personal pension, providing steady, predictable income throughout retirement.
MORTGAGE PROTECTION
Protecting your home is important, which is why we offer mortgage protection leveraging life insurance. Our team can help you find the right policy to ensure that your family is taken care of in case of an unexpected event.
LIFE INSURANCE
At Barry Group, we understand the importance of securing your family's future. Our life insurance policies offer financial protection for your elderly parents, children and self. We know that life can throw unexpected curveballs, but with our life insurance coverage, our clients can rest assured that they will have the financial basics covered.