As I work with you to help you invest and prepare for your retirement goals, may I help you in other ways? I mention this because retirement and financial strategies represent a portion of what I do. I also offer and provide insurance services to my clients.
As I assist you with your financial strategy, I would also like you to consider me a resource for all your insurance needs - for you, your family, or your business. There is real value in having a coordinated insurance and financial strategy conceived and implemented by the same trusted professional, someone who has taken the time to know and understand your needs and priorities.
Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.
What priorities are you thinking about these days? Certainly you have thought about the well-being of your loved ones or even about your own care if you became disabled or critically ill. I am happy to lend my professional knowledge, experience, and resources if you would like to talk about personal insurance for you or your family. Please do not hesitate to contact me if I can be of assistance.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
I can help with your insurance needs
May 02, 2023