This section of the site allows you to submit claims and request changes to your existing policies with our agency. Most qualified retirement plans offer significant tax benefits for those willing to follow a few IRS specified rules. The government wants to make these plans (401(k)s, Keoghs, SEPs and traditional IR. Variable annuities offer more choices than fixed or guaranteed annuities.
Some of the things they offer that are not the same as a fixed annuity are, tax deferred earnings, a choice of payouts, plus t. A Charitable Remainder Trust normally is used as a strategy for converting highly appreciated assets into income producing assets, without income tax liability. The Charitable Remainder Trust is an ir. The best financial decisions are made with the benefit of time, thoughtful consideration and trusted professional advice.
As tax time once again approaches, there are many things you can do to give yo. Our clients' financial security & quality of life deserve the dedication, expert advice & personal attention.
Some of the things they offer that are not the same as a fixed annuity are, tax deferred earnings, a choice of payouts, plus t. A Charitable Remainder Trust normally is used as a strategy for converting highly appreciated assets into income producing assets, without income tax liability. The Charitable Remainder Trust is an ir. The best financial decisions are made with the benefit of time, thoughtful consideration and trusted professional advice.
As tax time once again approaches, there are many things you can do to give yo. Our clients' financial security & quality of life deserve the dedication, expert advice & personal attention.
Services
We offer commercial and personal insurance to ensure that you are protected from the unexpected.
Our staff is dedicated to providing all clients with complete coverage at the best rates our carriers offer.
Our company is composed of financial professionals who have been representing many of America's largest and finest financial institutions.
We write health, life, auto & home and business plans for groups and individuals.
Helping you get the best value for your money on savings and pension plans is our specialty.
Our staff is dedicated to providing all clients with complete coverage at the best rates our carriers offer.
Our company is composed of financial professionals who have been representing many of America's largest and finest financial institutions.
We write health, life, auto & home and business plans for groups and individuals.
Helping you get the best value for your money on savings and pension plans is our specialty.
This section of the site allows you to submit claims and request changes to your existing policies with our agency.
A 529 plan is a state-sponsored education savings program that allows an individual to save in a tax-deferred account to pay for a beneficiary's post-secondary education at any accredited school in th.
In order to plan realistically for the future you need to have a clear understanding of what money you need when you retire.
This will include the cost of living and special activities you will have.
A 529 plan is a state-sponsored education savings program that allows an individual to save in a tax-deferred account to pay for a beneficiary's post-secondary education at any accredited school in th.
In order to plan realistically for the future you need to have a clear understanding of what money you need when you retire.
This will include the cost of living and special activities you will have.
Life insurance is an essential part of financial planning.
One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner.
The cash provided by life insurance also can help ensure that your dependents are not burdened with significant debt when you die.
Life insurance proceeds could mean your dependents will not have to sell assets to pay outstanding bills or taxes.
An important feature of life insurance is that no income tax is payable on proceeds paid to beneficiaries.
One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner.
The cash provided by life insurance also can help ensure that your dependents are not burdened with significant debt when you die.
Life insurance proceeds could mean your dependents will not have to sell assets to pay outstanding bills or taxes.
An important feature of life insurance is that no income tax is payable on proceeds paid to beneficiaries.
The premium and death benefit are designed to stay level during the term of the contract.
The premiums can be either guaranteed* or not guaranteed.
When purchasing a level term life insurance policy be sure you are aware of the guaranteed* premium period.
Once you have been approved and placed the policy in force with the first payment, the insurance company is obligated to keep the policy in force as long as you keep paying the premiums.
You are not obligated to pay, but once you stop paying, the policy will lapse after usually a 30 day grace period.
The premiums can be either guaranteed* or not guaranteed.
When purchasing a level term life insurance policy be sure you are aware of the guaranteed* premium period.
Once you have been approved and placed the policy in force with the first payment, the insurance company is obligated to keep the policy in force as long as you keep paying the premiums.
You are not obligated to pay, but once you stop paying, the policy will lapse after usually a 30 day grace period.
Permanent life insurance provides lifelong protection and is known by a variety of names.
These policies are designed and priced for you to keep over a long period of time.
If you don't intend to keep the policy for the long term, it could be the wrong type of insurance for you.
Most permanent policies including whole, ordinary, universal, adjustable and variable life have a feature known as "cash value" or "cash surrender value."
You can cancel or "surrender" the policy -- in total or in part -- and receive the cash surrender value as a lump sum of money.
These policies are designed and priced for you to keep over a long period of time.
If you don't intend to keep the policy for the long term, it could be the wrong type of insurance for you.
Most permanent policies including whole, ordinary, universal, adjustable and variable life have a feature known as "cash value" or "cash surrender value."
You can cancel or "surrender" the policy -- in total or in part -- and receive the cash surrender value as a lump sum of money.
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