12 Types of People I Helped This Year 1. People who decided it was time to address their families’ own financial vulnerability after the death of someone they loved 2. Parents who were blessed with the birth of a child 3. People who bought homes 4. People who got engaged, married or divorced 5. People who changed jobs or retired 6. People who took out Term Insurance policies 10, 15, even 20 years ago and are now facing significant increases in annual premiums as their original Term Policies expire 7. People who received bonuses or inherited money and are looking to establish a secure foundation to their long-term financial plan 8. People who contribute the maximum to their 401(k) who are looking for additional tax-deferred growth opportunities to fund their retirement 9. People looking to the Guaranteed Cash Value of Whole Life Insurance as a long-term alternative for cash and bonds sitting idle in historically low yielding checking and brokerage accounts 10. Grandparents looking to create a legacy or fund a grandchild’s education 11. People who witnessed the effect that an illness or injury had on a friends’ finances, as Long Term Disability benefits from their employer were significantly less than they needed to meet their day-to-day living expenses 12. People concerned about the cost of long-term care and how they would care for themselves or their parents as they advance in age If you have any questions at all about Life, Disability Income or Long-Term Care Insurance, I’m here to help. Happy New Year to you and those you love.
Posted on: Thu, 15 Jan 2015 01:23:02 +0000
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