Protection
Empower loved ones during a life event or a critical illness.
Growth
Access 6-7% avg. tax-efficient returns that can be used for anything.
Access: Potential for Accelerated Death Benefit Rider
Access your cash value while you're still alive.
Lagacy or Generational Wealth
Build family wealth or leaving for
loved one or children.
Building family wealth could include Leaving your house and a small life
insurance policy to your children in your will and mapping out how to distribute your possessions when you pass away.
Protect Yourself Against Risks with Life Insurance
We all face risks that could derail our
lives, but the great news is that we can
transfer those risks to an insurance company by purchasing a policy.
Why and How? Risk management is the
foundation of building wealth. Without it, you’re needlessly exposing yourself to liabilities that could cancel out any steps forward with equal (or additional) steps back. It’s like rock climbing
without a rope.
Implement Tax Advantage Planning by protecting risks of 401 (k) and IRA account
Technically, you can't roll over your 401(k) account into an insurance policy;
However, if you have a life insurance
needs, you can withdraw funds from the
account and redirect them to pay for a
life insurance policy or annuity.
guaranteed lidetine income annuity,
check with your life insurance company, a similar to a pension distribution, will provide a steady stream of income that's
guaranteed to last for the rest of your life
no matter how long you live.1 With an
annuity that offers a guaranteed payout, you won’t have to worry about the impact
a decline in the market will have on your
payments.
Contact
Thomas Pathana
Licensed Life Agent
978 328 4402
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