Call 8 FENDME 344 1 (833)-636-3344
Call 8 FENDME 344 1 (833)-636-3344
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We have years of financial planning experience helping clients prepare for the unknown. Ask us about Financial Planning.
We can access any financial product so you can get the right one for you. Annuities, IUL, Estate Planning, and more.
Many financial experts will tell you some unforeseen events and a lack of the right kind of financial planning can spell trouble quickly. Call us today, and we'll analyze your financial needs and get you covered quickly.
Everyone has different financial needs. Call us today for a personalized business or individual assessment and find out how we can help protect your financial needs.
Consist of a pool of varies professionals within the financial and legal industry with years of expertise within their field.
A bio of the Consultant/Advisor will be sent after initial assessment based on jurisdiction and financial protection need.
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You want to start with the end in mind. Do you already have funeral arrangements, if not start with that in mind. What are your other liabilities, mortgage, other loans, business? Do you want to leave a legacy for your loved ones? At the end of the day, monthly premiums are the common question, but without knowing what the purpose is a premium quote is futile.
When discussing Life Insurance, have the answers prepared for the agent:
Age/Date of Birth
Height and Weight
Smoker or Non-smoker
Medications
Pre-existing conditions
Now that you have taken care of Plan A and B, lets look at the other supplements available in your area.
It covers your mortgage balance in event of death or illness.
If qualified, you can get your premium returned back to you when your mortgage term ends, or leave it in the same account with interest rates that will accumulate growth.
Depending on the plan, you may be able to use the funds while alive to pay off the mortgage balance early.
It's never too early to plan for retirement, but most people get serious about ten years before retirement.
When inquiring about retirement planning have these answers ready for the Advisor:
Are you a conservative, moderate, or aggressive investor?
How much in retirement savings?
Is there a IRA?
Can you make monthly contribution, or is it a lump sum?
Are there other liquid funds available?
When do you want to retire?
Do you have emergency funds set aside outside the above mentioned?
How do you protect your assets for yourself and your loved one?
Do you know the difference between a Trust and a Will?
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Fill out the form with any questions you have about finding the coverage that's right for you!
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