In case you can’t be there to catch them, make sure you have a strong safety net.
Determining which type of life insurance is best for you and your loved ones can feel daunting at times. However, the right insurance can improve and protect your financial position in ways you might not have even heard about. As independent advisors, our promise is to make sure that you have all the tools and information needed to make the best decision that’s right for you.
Receive income long after you’ve stopped working
Did you know that a well crafted life insurance policy can help fund and optimize your retirement plan? Our team specializes in diversifying your retirement portfolio with the best policy that can protect you from market volatility and offer exceptional tax advantages.
What is the financial legacy you want to leave behind?
The landscape for wealth transfer and estate creation is ever changing based on the direction the legal winds are blowing. Life insurance continues to be one of the most efficient and effective ways to transfer your wealth.
Make sure your medical expenses are covered, at any age
An estimated 70% of people over the age of 65 will eventually need some form of Long Term Care. We can help you understand the potential costs and make sure you have the proper tools in place, so that all your needs are met, long before you need them.
Protect your future earnings, whether or not you’re there to earn them
Studies show that a large portion of the population doesn’t have enough life insurance coverage. One of the main culprits causing this is a lack of protection on future income. Our team will fight for you to get the correct level of insurance you need – at the right price – to make sure your future earnings are always there for your family.
As independent agents, we work to find you the best products available for your situation, including:
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Member FINRA, SIPC, NFA Securities offered through Arete Wealth Management, LLC, members FINRA, SIPC and NFA. Investment advisory services offered through Arete Wealth Advisors, an SEC registered advisory firm.
©2021 McKinley Wealth Management
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Member FINRA, SIPC, NFA Securities offered through Arete Wealth Management, LLC, members FINRA, SIPC and NFA. Investment advisory services offered through Arete Wealth Advisors, an SEC registered advisory firm.
©2020 McKinley Wealth Management
site by Redd Giant