Life Insurance & Retirement Planning
Life Insurance
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, we can walk you through the main types of insurance and decide which one is right for you.
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
Retirement Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a financial agent, we can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
• Annuities
Legacy Strategies
Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. We can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
• Charitable Strategies & Trusts
• Life Insurance Trusts
• Wealth Replacement Trusts
