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20 October 2011
DID YOU KNOW?
In the past I have heard comments from our clients such as, “I didn’t know you could help me with my insurance needs”. So, I wanted you to know that we are here to assist you with your insurance needs as well as your financial and retirement planning. Since 2006 I have focused on helping individuals and families with the following:
Life Insurance:
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I will assist you in determining and acquiring life insurance to help your family stay financially stable when you are no longer around.
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When you are doing estate planning and need life insurance to meet your estate planning objectives, I can help you get the right coverage you need.
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Maybe you want to leave a legacy for your family? I can assist you in finding the right coverage so you can pass tax-free money to your family when you die.
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Are you sure you have enough coverage to protect your family’s financial future? Let’s do an insurance performance review to make sure you are properly insured.
Annuities:
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I can help you determine if an annuity would make sense to have in your overall investment strategy.
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If you want a more conservative investment without the risk of losing principal, an annuity might be the right option for you. I can help you determine this.
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I will make sure you understand and purchase the right annuity product for your personal needs.
Long-Term Care Insurance:
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I help families get the right amount of coverage to pay for long-term care costs when needed.
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Long-term care insurance coverage can be customized to meet your need and budget.
If you have an insurance need that is not listed above, still give me a call. I have professional contacts through our Strategic Alliance Group that can help you with auto, homeowners, medical, dental, Medicare supplemental, and other insurance needs you may have. We are your one-stop shop for all your insurance needs.
"P R E P A R E T O R E A C H Y O U R G O A L S"
