We Do Life

At Ion Investments we care about ensuring that you, your family and your business are ready to handle anything life can throw at you. Because of that, we strive to bring you the best coverage for Life, Disability, and Long-Term Care insurance through one of our highly trained specialists. Our specialists shop the market so you don’t have to and can consult you on the best coverage for your need. Whether you are a new family looking to buy your first policy, a business owner looking to update your buy/sell agreement, or you are interested in passing along your hard earned estate to the next generation, we can help. We do Life, and look forward to working with you.

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Do you have your life insurance needs covered?
Do you want to learn more about life insurance?
Keep reading below and contact us if we can help!


When a major life event occurs you have the opportunity to assess if your family is financially protected. Here are five life events where an insurance review is important to consider:


  1. Getting Married

  2. Buying a Home

  3. Having Children

  4. New Job / Recently Retired

  5. College Planning

What type of life insurance do I need?

We can help you determine the best life insurance coverage for your needs. There are several different types of life insurance products available – the most common include:


Coverage for a certain period of time, to help with things like paying off a mortgage or assisting with daily expenses until your children are grown. Because it covers only a set time, such as 10 or 20 years, term is the less expensive option.

Universal Life

Permanent insurance that is flexible in many ways and can fit into your financial and legacy plan. This policy accumulates cash value, has flexible payments and can cover you for your entire life.

Whole Life

Permanent insurance that can help you leave a legacy or pay for final expenses. Whole life is the most expensive product, but it can build cash value and cover you for the rest of your life.

Want more information? Contact us today!

Did you know proceeds from an insurance policy are generally income tax free and if properly structured, may also be free from estate tax? This means you can leave your family with a tax-free legacy through life.

How can I protect my estate or business, or provide for my heirs?

We offer customized solutions, and can create a tailor-made plan to meet your specific needs, and help with:

  • Reducing estate tax liability
  • Distributing estate assets equitably
  • Gifting strategies to non-profits
  • Planning for heirs

We specialize in sophisticated insurance concepts and designs and possess extensive knowledge in the following markets:

  • Insurance Planning (including Long-Term Care and Disability Insurance)
  • Wealth Transfer
  • Estate Planning
  • Life Settlements
  • Premium Financing
  • Retirement Planning
  • Foreign National
  • Special Risk

Business Specific

  • Key Person Insurance
  • Business Succession
  • Executive Compensation
Real Life Stories
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck