McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
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Meet Peter McNally,
Certified Financial Planner

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services Meet Peter McNally, your personal Certified Financial Planner Increase your wealth with our retirement planning products Retirement and Estate planning guide Life, Disability, Critical Illness and Mortgage Insurance
Contact Us  ::  (403) 317-4821
Insurance Services

'It's not that I'm afraid to die, I just don't want to be there when it happens'
Woody Allen

Protect yourself and your loved ones with quality insurance products from McNally Financial and Insurance Group
universal life insurance

The Plan

Universal life insurance provides the protection of life insurance with the benefits of tax-deferred investing.

Benefits of Universal Life Insurance:

-> Choose from a wide range of investment options for tax-advantaged investing according to your personal risk-tolerance level
-> Realize returns that may be far more significant than traditional savings vehicles because the account value of your policy grows on a tax-deferred basis
-> Earn bonus interest on amounts invested in your universal life insurance policy

The Advantage of Universal Life Insurance

McNally Financial and Insurance Group offers universal life insurance that combines customized, guaranteed insurance protection with tax-sheltered savings. You decide on the amount of insurance coverage, premium deposits, and the premium payment period, and you control the investment fund portion of your policy.
What can you use your Universal Life Insurance Policy for?
-> retirement and estate planning
-> tax deferral
-> funding partnership/shareholder Buy-Sell Agreements
-> executive compensation plans

Please contact Peter McNally, Certified Financial Planner at McNally Financial and Insurance Group to find out if a universal life insurance policy is right for you.

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
 
 
Insurance Services
Personal
Term Life
Universal Life
Whole Life
Disability
Critical Illness
Mortgage
Business
Buy-Sell Agreements
Term Life
Our Commitment
Committed to helping clients achieve financial security for themselves, their families, and their businesses.
Learn more about McNally Financial and Insurance Group