While life insurance is not something one necessarily likes to think about, having a solid policy in place can offer a number of benefits not the least of which is peace of mind. Life insurance can be used to help protect loved ones (a spouse, young children or other dependents) from loss of income in the event of your passing so that they do not endure a financial crisis. It can also pay for estate taxes and final expenses (e.g., burial costs, debts, medical expenses) so as not to burden your loved ones, or it can create an inheritance for your heirs. If desired your policy can also be used to make a planned charitable contribution at the time of your death (by making a charity the beneficiary of your policy). Whatever your goal, Strategy Financial Group can help you select the life insurance policy that best fits your needs.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees. Life Insurance offered through Strategy Financial Insurance, LLC. Fees and commissions will vary by product.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona, California, Michigan and New Mexico. Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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