Insurance Solutions for Retirement Planning
We offer a variety of insurance solutions that can play a role in your retirement planning process while utilizing different products as part of your retirement strategy.
We would be happy to discuss them with you in detail!
Annuities: Providing Income for Life*
The opposite purpose of life insurance, it pays while you live. There are a variety of different types of annuities, and we will help you to find an appropriate one for you if this fits your plan.
Long-Term Care Insurance: Covering the Cost of Extended Care
When you are faced with life-changing situations such as chronic illness or injuries that require extended rehabilitation and care, long-term care insurance can provide you coverage for the cost of care. Depending on the exact type of policy you have, it may also cover skilled in-home nursing care, occupational, speech, physical, and rehabilitation therapy.
Life Insurance: Protecting Your Loved Ones and Assets
Life insurance can be important, as it can safeguard your family, protect your assets, build wealth, and provide your beneficiaries with a replacement income to help cover bills and debts.
One of the primary reasons people get life insurance is to help ensure they protect their loved ones from financial hardships in the event they suddenly pass away.
*Annuities are designed to be long-term insurance products. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 1⁄2. Income benefit riders may be offered either built-in or for an additional cost. Annuities are not guaranteed by FDIC or any other governmental agency. Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting. Guarantees are based on the claims-paying ability of the issuing insurance company. Fixed Indexed Annuities are insurance products and are not considered a security or investment. Some restrictions may apply. We are not endorsed by or affiliated with, the Social Security