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Southwest Insurance Brokers

All Forms of Insurance Since 1946

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Life Insurance

Term Insurance will appear to be lowest in initial cost, but one should keep in mind, Term Insurance is known to be “mathematically and actuarially designed to NOT be in force at the death of the insured party.” Harvard Mortality Tables: Male life expectancy is age 85.

Universal Life Insurance

Permanent life insurance protection. A portion of the premium is used to pay the death benefit insurance costs, the balance of the premium is applied to a capital account and free for compound interest income via carrier investments. The investment account income can be used for future premium payments or cash surrender value.

Joint and last Survivor Universal Life Policy

Primarily use in estate planning situations. The Death Benefit is paid at the time of the last survivor’s death.

As stated above, a portion of the premium s used to pay the death benefit insurance costs, the balance of the premium is applied to a capital account and free for compound interest income via carrier investments. The investment account income can be used for the future premium payments or cash surrender value.

Business Continuation Planning

Your talents together have built a successful business.

But… What happens when death suddenly breaks up this important team?

Southwest Insurance Brokers will assist in:

Setting Up the Plan Options… i.e.

Stock Redemption Purchase Plan

Buy-Sell-Agreements-Compared-Stock Redemption

Cross-purchase Plan

Executive Bonus Program

Tax Treatment Comparison

For additional information about how we can assist you with your benefits, please contact Jeff Lewis at 602-263-0777 or…

Request a Quote

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Testimonials

Valley Youth Theatre
“For nearly 30 years John Sankovich and Southwest Insurance Brokers, LLC have been taking tremendous care of our non-profit thea...
Childsplay Inc.
\"Southwest Insurance Brokers has been our broker for 20 years and we’re looking forward to 20 more! They are always looking for ...
Regency on Central
\"Southwest Insurance has been the Regency’s trustworthy broker for 20 years.  John and his team have been quick to respond to o...
Builders ENVIROservices
\"In the past, I would rather have gone to the dentist than deal with insurance needs for my company.  With Southwest Insurance Br...
Outwest General Store - Outwest Liquidations LLC
Southwest Insurance Brokers LLC and our agent, Shannen Mills, have been providing insurance services to our small business since 2...
Franklin Templeton Corp
I became acquainted with Jeff Lewis over 30 years ago when he was the sole insurance advisor and agent for a California real estat...
RECON Engineering
Since 2008, Southwest Insurance Brokers has assisted RECON Engineering in obtaining both General and Professional Liability insura...
Truth Consulting Indoor Air Quality and Industrial Hygiene
We started our environmental consulting business in 2011.  From the beginning Southwest Insurance Brokers was able to understand ...
McRae Management Services LLC
Jeff Lewis and his team have been handling the insurance needs for our closely held portfolio of companies for over 20 years. In t...
Cecila Frager
I have only been insured with the company a little over a year but have experienced nothing but great service from Southwest Insur...

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Southwest Insurance Brokers, LLC
510 East Camelback Road | Phoenix AZ 85012 | 602-263-0777 Phone | 602-277-0737 Fax

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