You work hard to build a strong financial foundation for you and your family, and you certainly want to make sure nothing can affect it. Explore possible scenarios that can affect the security of your existing and future assets, so you can safeguard them no matter what happens in your life or the world around you.
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Enjoy the satisfaction of knowing that your assets are secure no matter what life throws at you.
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Safeguard your assets for the years to come as well as anything that might affect them today.
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Generate additional income with the right investments, and keep your assets secure for life.
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Keep your assets protected against income losses arising from a serious illness or accident.
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Paul Krzewina needed to modernize and expand his 585-acre ancestral dairy farm, but worried the mortgage might become a burden to his family if anything happened to him. So, he bought term life insurance to protect his wife and four young children.
He later converted the policy to whole life, in order to supplement his retirement savings with the accumulated cash value. Diagnosed with a brain tumor three years later, he was able to borrow against the cash value to pay his expenses. In 2010, he passed away.
As per Paul’s wish, his eldest son now runs the farm, keeping it in the family. The death benefit from the policy paid for new barns and further expansion is planned for the future.
Will your legacy and assets remain secure, no matter what happens?
Shielding Wealth Made Easy with 6 Asset Protection Strategies
How can you ensure that your assets are safeguarded and preserved for years to come?
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Half of all U.S. households agree that they need more life insurance coverage, and worry about the financial impact of death/disability.
Have you got enough coverage to keep your assets safe?
The True Cost of Life Insurance Policies
Life insurance provides your loved ones with much-needed funds in case you die, but some policies can also act as an emergency fund while you’re alive.
Contrary to what most people believe, life insurance is highly affordable. In fact, 80% of all Americans overestimate the cost of a policy.
- Those under 25 overestimate the cost of life insurance by almost 4 times its true cost.
- Those with no life insurance think it’s 3 times more expensive than it really is.
- Even those with coverage think it costs twice of what it actually does!
Understand how to get the best value from a policy and request a complimentary review of your current plan here.
As your portfolio, goals and requirements change and grow over the years, we’ll work hand in hand with you to keep your financial plan on track.
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