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INSURANCE

Life Insurance

Our team can help you decide which benefits are best for you by:

 

  • Guiding you in determining the right amount of coverage to cover your family's finances during their time of loss.
  • Offering a tax-free way to pass your assets to your beneficiary while also diversifying your portfolio.
  • Exploring which living benefits might best fit into your financial plan.
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Annuities

Annuities do not have to be so confusing as they provide:

 

  • Various guarantees from lifetime income, to fixed interest rates, to downside protection.
  • Opportunity to participate in the market while receiving tax-deferral benefits.
  • Advantages of risk reduction, diversification within your portfolio, and decreased fees.
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Disability & Long-Term Care

Through these insurance types we can guide you in deciding:

 

  • How to protect your paycheck during the unfortunate situation of you being unable to work.
  • If your current benefits are portable, sufficient to meet your needs, and fit into your overall plan.
  • The best ways to protect your estate and reduce stress during such an unpredictable time.
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Guarantees are backed solely by the claims paying ability of the issuing insurance company. This site is designed to help provide general information and is not intended to be a recommendation to buy or sell any specific financial product or service. Please consult with your legal, tax and financial professionals about your particular circumstances.