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Life Insurance · Term, Whole & Universal · Five States

Life insurance sized to what they'd actually need.

Not a number off a calculator, a real conversation about the mortgage, the kids, the income that would stop, and what it would take to keep your family's life on track. Joe has advanced training through The American College of Financial Services and writes term, whole and universal life through Farmers New World Life for families and for clients across Illinois, Indiana, Ohio, Tennessee and Wisconsin.

15min
For a real
needs review
3
Policy types,
one conversation
0
Pressure. We'd rather
you get it right

How much life insurance do you need, and which kind?

Most families are either uninsured, underinsured, or carrying a group policy through work that disappears the day they change jobs. The fix isn't complicated. It starts with a number, what your family would need to stay in the house, pay off debt, cover school and replace your income, and then picks the policy type that fits how long they'd need it.

Start with the number, not the product

A practical starting point is the DIME method: Debt (mortgage, cars, cards), Income replacement (years × annual income), Mortgage payoff, and Education. For a household with a $350,000 mortgage, two kids and one primary earner, that lands well above what most people carry through work. We run it together in the office, in about 15 minutes, and you keep the worksheet either way.

Term life: the most coverage for the least money

Term life covers you for a set period, typically 10, 20 or 30 years, for a level premium. It's built for the years when the stakes are highest: the mortgage, the kids at home, the career. Coverage ends when the term does. For most families under 50, term is the backbone of the plan, and Farmers New World Life prices it competitively for healthy applicants.

Heads up: your work policy probably isn't enough

Group life through an employer is usually 1–2× salary, and it ends when you leave. It's a great supplement, but it shouldn't be the whole plan. A personal policy goes with you, and locking it in while you're young and healthy is the single biggest thing you can do to keep the premium low for life.

Whole life: permanent coverage that builds cash value

Whole life never expires as long as premiums are paid, and it builds guaranteed cash value you can borrow against. Premiums are higher than term, but they never rise. It's used for final expenses, estate planning, leaving a legacy, and business needs like buy-sell agreements. Many families pair a smaller whole life policy with a larger term policy, permanent protection underneath, affordable protection on top.

Universal life: permanent, with flexibility

Universal life is permanent coverage with adjustable premiums and death benefit. It suits people whose income or needs change, business owners, commissioned earners, families expecting to scale coverage up or down. It requires a bit more attention over time, which is exactly what a local agent is for.

"The best life insurance policy is the one that's still in force the day it's needed. Affordable beats impressive."

Riders that are worth the conversation

An accelerated death benefit lets you access part of the benefit early if diagnosed with a terminal illness. A children's term rider covers your kids inexpensively and guarantees them coverage later. A waiver of premium keeps the policy in force if you become disabled. None of them cost much; all of them matter when they matter.

Every kind of life policy,
explained in a sentence.

Here's what each option does, who it's for, and what it costs relative to the others. We'll match one, or a combination, to your family's numbers.

Term Life
Level premium for 10, 20 or 30 years. The most coverage per dollar. Ideal for the mortgage-and-kids years.
Most popular
♾️
Whole Life
Permanent coverage with fixed premiums and guaranteed cash value. Final expenses, legacy, business succession.
🔧
Universal Life
Permanent coverage with flexible premiums and death benefit. For incomes and needs that change over time.
🕊️
Final Expense
Smaller permanent policies designed to cover funeral costs and final bills so family isn't left with them.
🏠
Mortgage Protection
Term life sized and timed to the mortgage, so the house stays in the family, paid off.
💼
Business Life
Key-person coverage and buy-sell funding for partners and small business owners. Joe writes his own.
👶
Children's Rider
Inexpensive term coverage on your kids with guaranteed insurability when they're adults.
🩺
Accelerated Benefit
Access part of the death benefit early after a terminal diagnosis. Included on many Farmers policies.

How families
get more coverage for less.

Life insurance pricing is mostly about age, health and structure. These are the levers we use to keep the premium where it needs to be.

🎂
Buy Young, Lock the Rate
Term premiums are set at issue. A 30-year-old locks a rate a 40-year-old can't get back.
🪜
Ladder Your Terms
A 30-year policy for the mortgage plus a 15-year policy for the kids' years, coverage that steps down as needs do.
🚗
Bundle Discount
Life with your Farmers home and auto policies earns a multi-policy discount on the property side.
🚭
Health & Tobacco Class
Non-tobacco and preferred health classes price dramatically better. Quit a year ago? Tell us.
📅
Pay Annually
Annual premiums avoid the modal fees baked into monthly billing.
⚖️
Right-Size the Amount
Coverage sized to real needs, not a round number, is the biggest saving of all.
👥
Cover Both Spouses
A non-earning spouse still represents childcare and household costs. Two smaller policies often beat one big one.
🏢
Group + Personal
Keep the employer policy as a supplement; put the core coverage in your own name so it follows you.
📝
Simplified Issue
Some Farmers policies skip the medical exam for healthy applicants under certain amounts, faster and simpler.

A calculator gives you a number.
It does not ask the right questions.

Most families are underinsured by several hundred thousand dollars and do not know it, because the group policy at work covers a year of salary and that feels like something. It is not enough to keep a household in its house and finish school.

Getting to the right number means talking about the mortgage, the years of income that would stop, what the surviving spouse would actually do, and how a policy sits alongside a will. That is a conversation, not a form. Joe's training through The American College of Financial Services is what makes it a useful one.

And because life insurance is written where the insured lives, families spread across state lines usually end up with three or four agents each holding one piece. Licensed in five states means one person can see all of it.

5states
Licensed in Illinois, Indiana, Ohio, Tennessee and Wisconsin
5.0
Google rating across 102 reviews
2007
Same agent, same phone number, every year since
40yrs
Combined experience on the team handling your file

Families in five states,
one conversation.

Joe is licensed in Illinois, Indiana, Ohio, Tennessee and Wisconsin. Life insurance is written where the insured lives, so a family scattered across state lines usually ends up with scattered agents. It does not have to.

IL
Illinois
Home state
IN
Indiana
Licensed. Life written statewide
OH
Ohio
Licensed. Life written statewide
TN
Tennessee
Licensed. Life written statewide
WI
Wisconsin
Licensed. Life written statewide

Needs analysis, beneficiary structure and how a policy fits alongside a will are the same conversation wherever you live, and it works far better when one person can see the whole family picture. Call (847) 223-4747 and we will start with your numbers.

New parents, homeowners, business owners, and the policy you buy for someone else.

New baby, new mortgage

The two events that bring most people to life insurance for the first time. A 20- or 30-year term sized to the mortgage plus income replacement, on both parents, is the standard answer, and it's cheapest right now, while you're young and healthy. Add a children's rider while you're at it.

Business owners and partners

If the business couldn't survive without you, or without your partner, you need key-person coverage and a funded buy-sell agreement. Joe writes his own and helps owners structure theirs. Whole or universal life is often the vehicle. See our business insurance page for the rest of the commercial picture.

Empty nesters and pre-retirees

When the mortgage is paid and the kids are launched, the need shifts from income replacement to final expenses, a surviving spouse's security, and legacy. A smaller permanent policy, or converting part of an expiring term policy, usually fits better than renewing a large term at older-age rates.

Insuring a parent or adult child

You can own a policy on a parent (to cover their final expenses) or on an adult child, with their consent. Final-expense whole life is designed for exactly this, with simplified underwriting.

Farmers Financial Solutions

As a Farmers Insurance and Financial Services agent, Joe can also talk through retirement and investment products offered through Farmers Financial Solutions, LLC. Life insurance is one piece of the plan; we'll tell you honestly when the next piece is worth a conversation.

*Farmers Financial Solutions disclosure

Securities offered through Farmers Financial Solutions, LLC, 31051 Agoura Road, Westlake Village, CA 91361. Member FINRA & SIPC. Check the background of this investment professional at FINRA BrokerCheck. Life insurance issued by Farmers New World Life Insurance Company, Bellevue, WA. Products and features may not be available in all states.

Life insurance, answered in plain English.

The questions families actually ask, about how much, what kind, medical exams, and what happens later.

Can you write life insurance for family members in other states?+
Yes. Joe is licensed in Illinois, Indiana, Ohio, Tennessee and Wisconsin. Life insurance is written where the insured lives, which is why families spread across state lines usually end up with three or four agents who each see one slice of the picture. Parents in one state, a grown child in Nashville and a sibling in Ohio can all sit on the same file, and the needs conversation works far better when one person can see all of it.
How much life insurance do I need?+
Start with DIME: your debts, income replacement for the years your family would need it, the mortgage, and education costs, minus savings and existing coverage. For most families with a mortgage and kids, that's 10–15 times annual income. We run the worksheet together in about 15 minutes; you keep it either way.
What's the difference between term and whole life?+
Term covers a set period (10–30 years) for a low, level premium and ends when the term does. Whole life is permanent, costs more, and builds guaranteed cash value. Most families use term for the big-need years and a smaller whole life policy underneath for permanent needs.
How much does life insurance cost in Illinois?+
It's driven by age, health, tobacco use, amount and term length far more than by state. A healthy non-smoker in their 30s can often get a meaningful 20-year term policy for less per month than a streaming bundle. The only way to know is a quote, and rates are locked at issue, so earlier is cheaper.
Do I need a medical exam?+
Not always. Some Farmers policies offer simplified issue for healthy applicants under certain coverage amounts. Larger amounts usually involve a quick paramedical exam scheduled at your home or office, height, weight, blood pressure, a blood and urine sample. We'll tell you upfront which applies.
Isn't my life insurance through work enough?+
Usually not. Employer group life is typically 1–2× salary and ends when you leave the job. Keep it as a supplement, but put your core coverage in a personal policy that goes with you and is priced while you're healthy.
Can I get life insurance if I have a health condition?+
Often, yes. Managed conditions like high blood pressure, controlled diabetes or a past cancer diagnosis are underwritten case by case, and Farmers New World Life has options for many situations. Be candid on the application, it protects the payout.
What happens when my term policy ends?+
You can let it lapse, renew at older-age rates, or, on most Farmers term policies, convert some or all of it to permanent coverage without a new medical exam. We'll flag the conversion window before it closes.
Should both spouses be insured?+
Yes, even if one doesn't earn. A stay-at-home parent represents childcare, transportation and household costs that would have to be paid for. Two right-sized policies are often cheaper than one large one.
What is a beneficiary and how should I set it up?+
The person or trust who receives the benefit. We help you name primary and contingent beneficiaries, avoid common mistakes (naming a minor directly, forgetting to update after a divorce), and revisit it at each renewal.
Is there a bundle discount for life insurance?+
Adding a Farmers life policy alongside your home and auto earns a multi-policy discount on those property policies, so the life policy can partly pay for itself.

Run the numbers with Joe
in 15 minutes.

No pressure, no pitch. We'll figure out what your family would actually need, show you the options, and let you decide.