Avanti Business and Insurance Services

We offer a whole range of wealth management services, including: 

• Annuities

Annuities are insurance contracts in the form of financial instruments designed to provide an income stream. For individuals, these often work as a supplement to other investment and retirement strategies. For businesses, it can be an opportunity to diversify exposure in the market.

A Buy/Sell Agreement is a succession planning tool that contractually defines how a business is to be transferred to other partners, owners, or legally interested parties in the case of some event, such as the death of a key partner.  

These types of policies are often Term Life Insurance policies and, as the name implies, are designed to cover final expenses associated with burial costs. Because they help reduce the financial burden of funeral costs - which can vary from $1,000 to $10,000 and more – they typically offer lower limits of cover.

An IRA, or Individual Retirement Account, is a great way for individuals to save money for retirement while managing their tax burden. Avanti offers a choice of IRA options including Traditional and Roth IRAs. 

Key Person insurance is designed to help protect a business against financial loss that may be caused by the death of a valuable employee. It is a term life insurance policy purchased for the purpose of indemnifying a business or a business owner for an economic loss that will be suffered in the event of the death or permanent disability of the insured.

• Life Insurance

• Whole Life

Whole Life insurance provides permanent protection for your dependents while building a cash value account.

A Universal Life policy pays a death benefit to the beneficiary you name and offers you a low risk cash value account and tax deferred accumulation.

• Mortgage Protection

Mortgage Protection insurance, based on Term Life Insurance, ensures that mortgage payments continue in the event of a life changing event such as a job loss or death. Not everyone needs mortgage protection insurance but conducting a needs analysis will determine the type of protection best suited to a homeowner’s specific situation.

Find out what financial products may be right for you, your family and your overall financial future:

Toll Free 1-800-476-1070

California (818) 322-3700

Email: info@myavantiservices.com

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