Changing the world doesn’t need to be difficult! ✨ There are a few simple steps you can take as part of your estate planning to support brighter futures for children and families. 💜🤍 You can easily make a planned gift to Helen Keller Intl through your: 💜 Will 💜 Donor advised fund 💜 Retirement plan 💜 Life insurance policy 💜 Annuity Learn more: https://vist.ly/3e663 #MakeAWillMonth #EstatePlanning #PlannedGiving
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I Help People In Their 30s & 40s With Financial Planning & Investment Management | Founder & Financial Planner at Migration Wealth Management | Personal Finance Blogger | Podcaster
Here are a few of the most common questions I get from people in their 30s and 40s about their money and finances: ●How much should we be saving for retirement? ●Should we be putting money in accounts other than our 401(k)s? ●Where should we save for our kids? ●Can we afford a bigger house? ●Do we need life insurance? ●Are we on track? ●What are we not doing that we should be?
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⭐️ Case Study Spotlight: 👉 Meet Ben, a resilient individual facing early retirement due to medical circumstances at 63. In need of immediate funds, he turned to Apex Settlement Group. Ben successfully sold his $1.5mm employer group life insurance policy for $135,000, bridging the financial gap during this unexpected early retirement. 🤝 #ApexSettlementGroup #LifeSettlements #LifeSettlementConsiderations #LifeInsurance #NY
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Food for thought... We meticulously compare homes, cars, and grocery prices, investing months or even days in the decision. Yet, when it comes to safeguarding our future, some hesitate. Why the reluctance to explore life insurance, retirement planning, and wealth building? Trusting the process matters—especially when it involves securing your family's well-being. Let's redefine where we draw the line. #FinancialWisdom #ProtectYourFuture
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Specializing in Senior Service: Independent Life & Health Insurance Agent Committed to Protecting Seniors' Well-being.
❓️What is your biggest concern regarding retirement? 🤔 Common concerns regarding one's retirement include the fear of running out of money 😫, market volatility 📉, and rising healthcare costs 🏥. 💡Did you know that certain life insurance policies and annuities can offer growth potential and protection?! 😃 Visit my website and subscribe to learn more: https://lnkd.in/gb5YbNUz #RetirementPlanning #wealthbuilding #FinancialSecurity #FinancialLiteracy #peaceofmind #IndexedUniversalLife #indexedannuities
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Helping families and business owners achieve their goals and dreams by protecting and growing their wealth.
Who needs Disabilty Insurance? Anyone working to provide for their family’s future and saving & investing for retirement income. Why? Because your ability to go to work and earn an income is likely your largest, most valuable asset. Your income should be protected just like you protect your home, car, and other valuables. How? There are options when it comes to Disability insurance. Let’s find out what the best option is for you. #disabilityinsurance #financialplanning #financialeducation
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Don’t let 401(k) and IRA caps prevent you from saving as much as you need for retirement. Whole life insurance features a cash value component that can compound over time, and the growth rate is guaranteed. Ready to save more? Let’s talk. https://lnkd.in/gAHvrKdk
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Aspiring Financial Advisor | Passionate Financial Representative at Certified Financial Services | Empowering Clients to Achieve Financial Success
Don’t let 401(k) and IRA caps prevent you from saving as much as you need for retirement. Whole life insurance features a cash value component that can compound over time, and the growth rate is guaranteed. Ready to save more? Let’s talk. https://lnkd.in/eRbZxDVP
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guardianlife.com
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There are many reasons to purchase life insurance. Whether you need to build cash accumulation, income replacement, or create savings fund, I can help you create a retirement strategy for your long-term goals. Contact me to get started at https://lnkd.in/gJ3hH-Wp #WFG #LifeInsuranceAwarenessDay
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Helping families to create a legacy by protecting their assets and growing wealth in a tax efficient way...
Don’t let 401(k) and IRA caps prevent you from saving as much as you need for retirement. Whole life insurance features a cash value component that can compound over time, and the growth rate is guaranteed. Ready to save more? Let’s talk. https://lnkd.in/drqsTcN4
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guardianlife.com
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Retirement specialist, Federal Benefits specialist, PSS, CRM, Intuitive Coach, Fitness & Nutrition Coach
Life insurance can do more than cover funeral costs. We can help you put a plan in place that meets your needs, whether you're looking for income replacement, living benefits that cover expenses related to a chronic illness, or tax-free income in retirement. Call us today at (866) 371-1836 to get started. #grovesinsurancegroup #lifeinsurance #LegacyBuilding #IUL #insuranceagents #insuranceagency
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