INSURANCE PLANNING

Insurance Planning & Protection

Designing Insurance Protection for Life Insurance for a Death Benefit to help protect your family or business. Insurance is also a untilztion of strategy for potential Tax Benefits.

How Much Insurance Is The Right Amount?

Everyones Life insurance needs are unique. Taking a individualized approach is important to ensure we find the correct amount. Life Insurance can be used to ensure you have enough to pay off debts, mortgage, fund college education, and to help provide income in your absence.

What Type Of Insurance Is Right For You?

In a world of complex financial Products finding the best Solution for you is most important. Ensuring you work with a non Captive Insurance Group. We have the ability to work with a plethora of companies. Helping you find the one that best fits your individual needs.

Long-Term Care Planning

Rising Long Term Care Cost is one on the biggest Challenges affecting Retirees. Long Term Care is changing and evolving. Finding a flexible Long Term Care Strategy that helps cover Future Uncertainties is important.

Disability Income Insurance

Income Continuation, or Replacement Income. If you are injured or become ill, your disability benefit will replace a percentage of your income while you unable to work. Income protection insurance pays you, so you pay your mortgage and meet other ongoing living expenses. Your income foundation for all your expenses and the beginning of a solid financial plan to help provide income protection.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

LPL Financial Form CRS www.lpl.com/CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Representatives are currently licensed for Advisory Business: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IS, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

For Brokerage Business: AL, CA, CO, DC, FL, GA, ID, MA, MD, MS, NC, NV, NY, OH, OK, SC, TX, VA

For Insurance & Annuities: AK, AL, CA, CT, DC, FL, GA, MA, MD, NC, OH, OK, SC, VA , TX

Talk with your representative on additional states not listed.

INSURANCE PLANNING

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