Making a planned gift of life insurance is a truly unique way to contribute to any organization of your choice. Design employee benefit plans that combine management objectives and employee needs in a cost-effective manner. Over 50 Years in business, Five Ways Financial Inc. has maintained ultimate client satisfaction by providing exceptional advice and service to clientele locally, nationally and internationally.
Services
About
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Five Ways is a dedicated team that strives to maintain ultimate client satisfaction. We provide you with the appropriate guidance and assistance to develop a personalized plan suitable to your individual needs. Financial portfolios are reviewed on a regular basis to ensure clients' objectives are met.
Life Insurance
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Contains Guaranteed Cash Values - A portion of the paid premiums are allocated to the "Guaranteed Cash Value" reserve which are available should the policy owner decide to surrender/terminate the policy. Alternatively, borrowing against the cash values is an option at the interest rate determined by the carrier.
Charitable Policy
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The planned giving concept is extremely remarkable. This policy is similar to Individual Life Insurance however the beneficiary at your death is a registered charitable organization or foundation of your choice. A wide range of life insurance products are available based on affordability and contribution goals.
Testimonials
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I have been highly impressed by their professionalism and dedication to their business and the high quality of service that they extend to their customers. In fact their management would go to any extent to achieve customer satisfaction and this is exactly why most of their customers have been dealing with them since they started.
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