Personal Life Insurance – Taylor Financial

Life Insurance: Protecting Your Loved Ones’ Future

Life insurance is more than just a policy; it promises to safeguard your loved ones’ financial well-being even when you’re no longer around. At Taylor Financial, we understand the importance of protecting your family’s future in your absence.

Our dedicated team of financial professionals will guide you through choosing the right life insurance coverage tailored to your unique needs and circumstances. We offer a range of options, including term life, whole life, and universal life insurance, allowing you to find the right fit for your goals.

The primary purpose of life insurance is the need to protect those who matter most to you in the event of your death. Comprehensive life insurance solutions can also help you with several financial needs and goals:

Select an option below to learn more:

Risk Management Investment Accounts eMoney Estate Planning Tax Filing & Strategies

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PERSONAL

Life Insurance
Disability Income Insurance
Long Term Care

BUSINESS

Funding Buy Sell Agreements
Key Man Insurance
Discriminatory Executive Bonus Plans

PERSONAL

Retirement Accounts (IRAs, 401(k) Rollovers)
Investment Accounts
College Planning
Annuities

BUSINESS

Starting, Implementing, & Managing Company 401(k)s/Pension Sharing Plans
Simple IRAs
Sep (Simplified Employee Pension)

Retirement Distribution Strategies
Centralized Login For All Accounts

Monte Carlo Analysis
Digital Vault

PERSONAL

Wills, Living Wills, Durable Power of Attorney, Health Care Directive
Trusts

BUSINESS

Operating Agreements
Buy Sell Agreements
Succession Planning

Firm resources through strategic partners*

PERSONAL

Tax Return Preparation
Estate Planning and Returns Preparation

BUSINESS

Payroll Taxes
Liquidation Taxes
Sales And Use Taxes
Incorporation Taxes

*Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult them for specific advice on legal and tax matters.

Provide Financial Security

Help ensure your loved ones have the financial resources to cover expenses, including mortgages, education, and daily living costs.

Debt Protection

Life insurance can help pay outstanding debts, such as loans or mortgages, to lessen the impact on your family from being burdened by financial obligations.

Estate Planning

Facilitate a smooth transfer of assets to your heirs while minimizing tax implications.

Business Continuity

Protect your business and partners with key person insurance or buy-sell agreements.

Our mission is to empower you with the knowledge and options to make informed decisions about your life insurance coverage. Whether you’re a young family just starting or planning for retirement, Taylor Financial is your trusted partner in protecting your loved ones’ future. Don’t leave their financial security to chance—contact us today to explore our life insurance solutions.

Adam Taylor, CA

Insurance License #0K44193, domiciled in FL

Mike Everritt, CA

Insurance License #4200532, domiciled in FL

Thomas Yannetti

Insurance License #4218984, domiciled in FL

TAMPA

5321 Memorial Hwy, Tampa, Florida 33634

Check the background of your Financial Services Professional on FINRA’s BrokerCheck.

Securities and investment advisory services offered through qualified representatives of MML Investors Services, LLC, Member SIPC. Taylor Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office 4830 W. Kennedy Blvd., Suite 800 Tampa, FL 33609, (813) 286-2280 The firm is licensed to sell insurance in the following jurisdiction(s): FL, CO, HI, GA, MD, NC, NH, NY, OH, PA, TN, TX, VA, WA. Licensed to sell securities in the following jurisdiction(s): FL, GA, LA, MD, MA, NY, NC, TN, TX.
CRN202609-5045237