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Protection Planning: Why Having Insurance Matters

Sound planning strategies include tools to manage risk. Sadly, a devastating event can derail a lifetime of savings in a moment. Insurance planning is essential for guarding your resources throughout your life, ensuring your family’s financial security while giving you peace of mind.

Life Insurance

Ask yourself, "How will my loved ones manage if something were to happen to me?” Our financial professionals can walk you through the different types of life insurance and calculate the amount of coverage you need. Schedule a no-obligation appointment today or take advantage of our Free Policy Review Service.

Disability Insurance

Did you know that approximately 30% of people aged 35-65 will suffer a disability for at least 90 days and about 1 in 7 can expect to become disabled for 5 years or more? Yet more than 50% of non-retired households don’t have disability insurance. How are going to protect your income if you become disabled?

long term care insurance

According to the U.S. Department of Health and Human Services, almost 70% of people turning age 65, will use long-term care services at some point. You have many options, talk to one of our financial professionals today so you’ll have the peace of mind knowing that you won’t be putting pressure on your family members.


Many retirees today are concerned about outliving their assets. Annuities can offer a stream of income, provide tax advantages, and can grow tax-deferred over time.

Take Advantage of our FREE Insurance Policy Review.

Take Advantage of our FREE Insurance Policy Review.

When’s the last time you had your life insurance policy reviewed? This important process can help you make sure your current policies are still meeting the objectives you had when you first purchased it. Advances in healthcare have changed life expectancies. Economic developments affect the performance of your policy. Take advantage of our free service to make sure your policy is still meeting your needs.  

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