Building a Solid Future
- Asset Protection
Any financial plan needs a solid foundation of protection, starting
with auto and home insurance.
- Family Life Protection
Financial protection against unexpected events
can help families maintain a good quality of life.
- Short-term Financial Objectives
This is money needed quickly. That could include
money for emergency expenses, or for more pleasant things like a new
car, down payment on a house, wedding, etc.
- Asset Management & Accumulation
Education funding and retirement are major expenses
that require long-term investing.
- Wealth Transfer
After years of hard work and asset accumulation,
its important to consider where wealth will be transferred
|
| 5. Wealth Transfer |
Products used in Estate Plans
Life Insurance
Trusts |
| 4. Asset Management & Accumulation |
Products
used in Retirement Plans
Variable Life Annuities
Fixed Annuities
Variable Annuities
Permanent Life Insurance
|
Structured Settlement Annuities
Mutual Funds
IRAs
529 Plans |
| 3. Short-term Financial Objectives |
Banking Products: checking, savings,
mortgages
Certificates of Deposit
Money-market Accounts |
| 2. Family Life Protection |
Life Insurance
Long-term Care Insurance
Disability Insurance |
| 1. Asset Protection |
Auto Insurance
Homeowners Insurance
Renters Insurance
Residential Fire
Commercial Auto
Commercial Package Policies
|
Landlord Package Policies
Mobile Homes
Motor Homes
Motorcycles
Off-road Vehicles
Boats
|
Recreational Vehicles
Condominiums
Emergency Roadside Services
Personal Umbrella Policies
Credit Insurance |
|