Financial Services

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Life Insurance

Life insurance is a key part of retirement planning. The right coverage not only protects your loved ones but can help to pay for retirement as well. Life insurance in Pennsylvania can provide tax-advantaged retirement assets, especially if you’ve already maxed out your Roth IRAs and 401(k)s.

Life Insurance Review

Life insurance strategies can seem bewildering, and they are difficult to understand at first glance. It’s hard to know exactly where to start. A licensed professional can listen to your wants and needs, then help you decide what type is right for you. Life insurance needs vary depending on your personal situation — the people who depend on you. How much coverage you need, the types of policies, and the costs can be daunting to dissect on your own, and a professional recommendation can help bring peace of mind.

All it takes is bringing in your current statement to complete this review. We will do a cost analysis to discern if the policy that you have still fits you and your family’s needs. For many, updating an old policy can improve cost and benefit.

Life Insurance Planning in Pennsylvania

To talk to a team member about adding life insurance to your retirement plan, fill out the form below and download our ‘What Is Indexed Universal Life?’ handout.

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I am 50 years of age or older and have at least $250,000 saved.*
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