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The uncertainties of life are wide ranging, and many of them can threaten the financial security of you and your family. We understand most of these risks — a home destroyed by a fire and a car accident are just two common risks that could subject you to outsized financial loss.
Similarly, your inability to earn a living to support yourself and your family due to death or disability can wreak long-term financial havoc on those closest to you.
Some insurance (e.g., home or car) may be required. When it isn't (e.g., life or disability), individuals are tempted to avoid the certain financial “loss” associated with insurance premiums and assume the risk of much larger losses that are less likely to happen.
But insurance premiums aren't a financial “loss” they are designed to help protect you and your family as you build personal wealth. Our team of licensed agents and strategic partners is ready to help you protect what matters. As an independent agency, we offer competitive pricing and access to hundreds of carriers to ensure we match your needs with the best possible policy. From life insurance, disability insurance, long term care insurance, and Medicare supplement plans to property and casualty insurance, our team is here to serve you.
Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life. During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax and estate benefits.
Regardless of your life stage, consider reviewing your life insurance needs annually to account for changes in your family situation.
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Health care coverage, and costs, during retirement are big concerns of many of my clients. How much you pay depends on when you retire.
If you retire before you qualify for Medicare at age 65, your health care coverage premiums may impact your monthly budget more than they did while you were working. And when you do qualify for Medicare, there are many plan choices — each with different costs.
Understanding your health care needs and options now may help you protect your hard-earned assets against undue risk later. Request a quote today and connect with our Medicare plan specialist.
Universal Life Insurance
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