Insurance Based Strategies
Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future and help preserve the assets you've worked so hard to build.
Retirement Income: If you're preparing for retirement and concerned about a stable source of income in retirement, consider one of our guaranteed income annuity products1. You can select an immediate annuity which starts paying income right away (usually within 12 months) , or a deferred income annuity which allows you to put money away now for lifetime income payments that start when you need them in the future^. Either way, you can rest easy knowing you'll always have a steady income stream when you need it most.
To learn more about our products and services, feel free to give me a call or request a free consultation. I'll be happy to answer all your questions and make recommendations based on your specific situation.
1 Guarantees are backed by the claims paying ability of the issuer.
^Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before 59 ½ may also be subject to a 10% federal tax penalty.