Retirement Planning
Today it is more important to plan ahead for retirement than ever before. We are all living longer due to advances in health care and better lifestyle choices. People were hit very hard during the economic downturn. Recovery has changed many "baby boomers" attitudes. Growth is great, but to risk financial loss is no longer a desired option.
Options available in life insurance or an annuity may provide better peace of mind for retirement planning. Where is your money now? Retirement planning is not just about income, it's about protecting your family.
There are different options suitable for you and your family. Fixed Indexed Annuities and/or Indexed Universal Life provides many modern options for safer money. How can Life Insurance provide alternatives to Long Term Care insurance; usually a "use it or lose it" proposition.
Options available in life insurance or an annuity may provide better peace of mind for retirement planning. Where is your money now? Retirement planning is not just about income, it's about protecting your family.
There are different options suitable for you and your family. Fixed Indexed Annuities and/or Indexed Universal Life provides many modern options for safer money. How can Life Insurance provide alternatives to Long Term Care insurance; usually a "use it or lose it" proposition.
Life InsuranceLife Insurance is not just about the Death Benefit any longer. You owe it to yourself to check out coverage and planning beyond Term Life.
How can a personal profile help you select the correct options? Will your budget still allow you to take advantage of the options beyond Term Life Insurance? How do the resources of an agency provide better options for my family or business? Options for our clients to BUY not be SOLD…..YOU make the decision. Click here for more information about life insurance |
AnnuitiesAnnuities are often misunderstood. They provide an opportunity for “safe money”. However, what type of Annuity is best for you? Suitability requirements help protect the consumer. We have excellent resources for you to evaluate.
What is the difference between qualified and unqualified money? What can be eligible for transfer or purchase of a Fixed indexed annuity? We can help. Click here for more information about annuities |
Advance Funeral Trust PlanningWith over nine years experience working with families in planning their final wishes I can help you properly evaluate a choice for final expenses. How?
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