Financial Protection Tips for Retirement

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  • Couple embracing indoors, smiling. Man in tan shirt, woman in striped shirt. Light-filled room with art.

The best type of life insurance is the type that is still in place when the insured passes away. These policies are a great way to financially protect your family and transfer wealth to beneficiaries in a tax-efficient manner.

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  • Group of senior adults smiling, some assisting a woman in a wheelchair outdoors.

While enjoying a longer life expectancy, many more seniors are requiring some form of long-term care during their retirement. Long-term insurance solutions help cover health care that is not covered by Medicare or Medicare Supplements.

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Everyone's financial situation is unique and there is NOT a one-size-fits-all retirement plan. Ask us any question and we'll provide you with an accurate answer.

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