Life Insurance Solutions
Protect What Matters Most
Comprehensive life insurance structures from $1M to $100M+
Our Platform
Open Architecture Solutions
Our open architecture platform provides a variety of solutions:
Life insurance structures from US $1 million to US $100 million+
A wide selection of US insurers
Client assessment and medical approvals for life insurance structures
Review and analysis of existing life insurance contracts
How We Work
Our Approach
At Fernandez Financial, we specialize in protecting what's most important to you. Through facilitated conversations and meetings, we will help develop a strategic liquidity plan for your family in the event of death for:
Income Replacement
Business Continuation
Mortgage/Loan Protection
College Funding
40% Estate Taxes
We believe leading with values is the best way to help families achieve their goals and leave a lasting legacy.
Peace of Mind
Knowing Your Loved Ones are Protected
One of the greatest gifts you can give your loved ones is to remove their financial worries.
The right life insurance policy means that even after you're gone, you'll still be protecting them.
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