While term life insurance can be the right solution in certain cases, whole life insurance offers unique advantages—predictable growth, tax benefits, estate planning opportunities, and the potential to complement an investment portfolio. We break down the pros and cons, compare short-term vs. permanent needs, and share why whole life insurance may be an asset class worth considering for wealth transfer and long-term planning.
After a distinguished 10+ year executive career, Andrew Stafford’s entrepreneurial spirit took hold, along with a desire to spend more time with his family, and he transitioned into Financial Services at Lawing Financial. Drawing on his vast executive, business, and sales experience, Stafford was awarded “New Agent Leader” in 2013, his first full year at the firm. Stafford soon joined the leadership team as Director of Sales, ultimately leading to the position of Chief Operating Officer in January 2016.
As a fourth-generation financial services professional, Craig Gordon’s family history instilled a passion for the importance properly designed financial plans can provide individuals and families. Craig has a passion for delivering strategies that solve problems, add value, and become impactful in the financial outcomes of the clients he serves. As Vice President at Prevail, Craig is part of the executive leadership team, a shareholder in Prevail Real Estate Opportunities, a key member of the Investment Advisory Committee, and a leader in the Private
Client Group.
