With 78 million Baby Boomers entering retirement, they are changing the very definition of retirement for themselves and generations to come. We all have questions: Will Social Security be around for us to rely on? Will it even exist when we’re ready to retire? My retirement plan is stagnant and traditional investment vehicles are either too volatile (stock market – including equities, mutual funds, ETF’s, etc.) or illiquid and a tax burden (Real Estate) with still too much risk. We want protection from high interest rates and the inevitable tax increases coming our way. Where can we turn? Cash-Value Life Insurance is Flexible, Tax-Free Cash Growth with many beneficial features including cash accumulation, accessibility today and death benefit for your beneficiaries tomorrow.
We also provide services for dental, critical illness, and disability needs.
Visit our Library of information to learn more about Cash-Value Life and other types of insurance, from the basic product types all the way up to advanced financial planning.