PROTECT WHO MATTERS MOST
"Somebody is sitting in the shade today, because somebody planted a tree a long time ago" – Warren Buffett
Protect Who Matters Most
The road to your family’s financial security starts with a plan. Sometimes the road gets bumpy and the toughest part can be to stick to your long-term strategy, especially in moments when you feel like there’s volatility in the market.
Many times in life we find ourselves in situations saying, “I wish I would have…” Protecting those who matter most is about taking time out of our busy lives and putting together that plan to ensure that those we care most about will be looked after under any circumstances.
BENEFITS OF REACHING THIS GOAL
- Peace of mind for your family
- Supplementing retirement
- Kids can go to college even if you’re not there
- Pay for electricity, food, and bills in your absence
- Protection against chronic, critical or terminal diagnosis
- Life Insurance you don’t have to die to use
Steps to Reaching this Goal
LIFE INSURANCE
Nothing matters more than the safety and well-being of your loved ones
DISABILITY INSURANCE
Disability insurance protects you and your family if you are unable to work by providing income
ANNUITIES
Designed to provide payments to the holder at specified intervals, usually after retirement
KAI-ZEN PLANS
Partially funded by the employer/executive and partially funded by bank financing
SPEAK TO AN AGENT
START GROWING YOUR PORTFOLIO TODAY
