Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease.* This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.*
Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.
Investment Strategies: Whether saving for college, retirement or some other purpose, we have various strategies that we can implement with you after analyzing your investor profile and identifying the products and services that will work best for you.
Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it1. Either way, you will be assured a steady, dependable source of income for life.
Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance, home and auto insurance2 as well as individual and group health insurance products2. We also have forged relationships with estate planning attorneys3 and certified public accountants3 to make sure you have access to local professionals we trust. If we don't offer it, chances are we can assist you in finding the right professional to accomplish your goals, regardless of what they offer. Please just ask.
To learn more about our products and services, please feel free to give me a call or request a free consultation. I'll be happy to answer all your questions.