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Long Term Care Insurance – Once of the greatest potential risks faced by America’s elderly is the need for long term care. This type of insurance transfers a portion of the risk of care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.
Life Insurance – The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
Disability Income Insurance – Disability insurance helps replace income lost because of an accident or illness. One survey found that 43% of people age 40 will suffer a disability of at least 90 days before they reach age 65 (2000 Field Guide, National Underwriter).
Annuity – Annuities are designed to meet long term goals such as retirement and the earnings typically accumulate tax deferred.
Group Benefits – There are certain types of benefits that employees automatically expect from their employer. The first is healthcare, but they may also be interested in other options including group life and group dental.
401(k) Information Request – By far the most common employer sponsored retirement plan is the 401(k) plan. It is a defined contribution plan that allows employees to make pre-tax contributions and the funds contributed, plus any earnings, accumulate tax deferred.
Individual Health - Medical coverage goes right to the heart of why we buy insurance in the first place. Coverage is a way to protect ourselves against loss.
Information Request – From our experience there are several roadblocks that keep most people from achieving financial success which include lack of goals, inappropriate investments and procrastination. Your ability to pursue financial goals may depend on how well you are able to steer clear of these roadblocks. For more information on risk or cash management, investment or retirement planning, and estate conservation please let us know of your interest here.