When it comes to purchases life insurances, annuities, or long term care, where do we even begin? There are many reason for these products but the first thing we must do is decided whether or not you actually have a need for them.
To get an idea of what you’ll need, we start with financial planning process. During this process, we’ll uncover your goals, needs, and responsibilities to figure out what we’ll need to protect.
If it is income, we’ll use a combination of life insurance products to ensure your covered. A good rule is 10 years of annual salary.
If it is assets, we can determine which long term care plan is best suited for your needs.
For more information call us today!