Fixed index annuities
we believe that the closer YOU GET to retirement YOU should have less money AT risk and more of your money in a safer place. That is WHY we think that fixed index annuity MAY BE right for some of your MONEY. Executive liability and business insurance
is your business adequately PROTECTED?
KEY-MAN insurance
in many cases. And especially with small to medium size businesses. Success depends upon a FEW TOP individuals that posses niche talents. Skills and experience. These KEY employees are critical to the long term performance of the Company. Losing ONE of these essential people DUE to a death or disability CAN have a harmful effect on ANY BUSINESS. PERSONNEL INSURANCE
BUSINESS owners providing services should consider having professional liability insurance (also known AS errors and omissions insurance). Life INSURANCE
LIFE insurance gives YOU the peace of mind YOU only GET from knowing that you've protected your loved ONES. ESTATE TAXES
LONG-TERM CARE
DON'T LET LONG-TERM care expenses reduce your FAMILY'S savings, a LONG-TERM care insurance policy helps PAY for the care YOU need when YOU CAN NO longer care for yourself. It MAY protect your FAMILY'S financial future and your OWN investments and SAVINGS. DISABILITY INSURANCE
PROTECT ONE of your most valuable assets – your income. If you’re unable to work DUE to a sickness or injury. Disability income insurance CAN help YOU meet expenses and maintain your standard of living. It CAN help YOU PAY bills like your mortgage. Tuition and CAR payments. And help cover expenses for food. Clothing and utilities. By replacing a portion of your income. Disability income insurance CAN help provide financial security until YOU GET back on your feet and return to WORK. ESTATE PLANNING
WHO needs estate planning? 10 reasons WHY estate planning is for everyone. 1. LOSS of CAPACITY. 2. MINOR CHILDREN. 3. DYING without a will. 4. BLENDED FAMILIES. 5. CHILDREN with special NEEDS. 6. KEEPING assets in the FAMILY. 7. FINANCIAL SECURITY. 8. RETIREMENT ACCOUNTS. 9. BUSINESS OWNERSHIP. 10. PROBATE.
Categories
Estate PlanningProbate& Living TrustsInvestment Advisory Service