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Sarasota, FL 34238
Insurance
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect you, your family, and/or business from the financial consequences of those events.
Types of insurances we use to develop strategies for your needs, (but are not limited to):
Life Insurances Types:
Term
Permanent
Cash Value
Universal
Indexed
Variable
Whole Life
Second to Die
Irrevocable Life Insurance Trust (ILIT)
Supplemental Retirement
Mortgage Protection
Business Insurance Types:
Key Person
Buy / Sell
Deferred Compensation
Executive Bonus
Long Term Care Insurances:
Traditional LTC
Hybrid LTC
Asset based LTC
Long term care riders
Chronic illness riders
Options to help cover: Home Health Care, Nursing Home, Assisted Living
Disability Income Insurances:
Individual disability income insurance
Short-term and Long-term disability
Business Overhead Expense
Key person
Benefits can be paid monthly or in lump sum
Options for: Own Occupation, Non-cancelable, Partial disability, Rehabilitation benefits, Catastrophic benefits, and more
Life Insurance: Protection with a Purpose
Discover the many reasons it makes sense to purchase life insurance and how to determine your financial needs. Learn more about life insurance here.
Disability Insurance: How will you cover your income?
A long-term disability could destroy your financial security. Don’t let that happen. Find out how disability income insurance can help.
Disclosures
Securities: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Missouri, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Wisconsin
Atlas Financial is not an affiliate of Lincoln Financial Advisors.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
