No one likes to think about this now, but early planning can give you peace of mind knowing that you have taken care of your final expenses so your loved ones don't have to. A Final Expense whole life insurance plan can help minimize the emotional and financial burden a loss could have on your family. It can help fund your final wishes.
Term Life Insurance and/or Permanent Life Insurance offer ways to provide for your loved ones. Both pay a sum of money that will help protect your loved ones from the financial impact of your passing. Life insurance can be an important aspect of retirement planning - helping bring piece of mind and financial security for your family by providing funds to pay off debts and final expenses, lost income and even wealth transfer.
Annuities can be an important part of a diversified retirement portfolio because they can ensure that your retirement income is protected even when there are downturns in the market. So no matter how your other retirement investments perform, annuities can provide you with a source of protected lifetime income that few other financial products can offer.
Everyone has different goals for retirement, but the most common one is reliable income so you can live the life you want. Ensuring you have a consistent source of income will allow you to maintain your lifestyle in the future if you change how much you work. In retirement, it is important to go beyond accumulating assets, to preserve what you have accumulated and to understand how a stream of income provides you with freedom and stability. Together we will find your solution.