Do you have life insurance?
If your family is dependent on your income then life insurance is something you should consider. Whether you need help navigating different options, or you just want another opinion on a policy you already have, we can help. If something were to happen to you, you would want to make sure your family had the income they needed while they grieve. Rates can vary due to many factors, but Retallick Financial Group can help you get the best possible rates for your situation. Don’t wait any longer, contact us today to learn what your options are!
Final expense
None of us want to talk about it, but we all may fall ill and incur high medical bills and then funeral expenses when we pass. There are several types of insurance that can help cover these unfortunate costs.
Inheritance
You want to enjoy retirement and still leave behind an inheritance for your loved ones. What if you could use your savings to enjoy your retirement, knowing your life insurance policy will be there for your heirs? What would you do with that money?
Estate taxes
If your estate is valued over a certain amount your heirs could be facing up to 40% in estate taxes when you pass. If you would like to consider minimizing or eliminating this tax, then life insurance could be the answer. Ask us how!
Create savings
Depending on the type of insurance, your policy can essentially act as a savings account that is funded by your premiums. The insurance company will also add to that savings through dividends.