It's true, no one wants to face their mortality. We'd all like to think we live forever, but the truth is we all need to have an exit strategy in this life. We don't want our children and relatives to inherit our unpaid expenses, taxes, loans, or burial costs. If you don't have life insurance, now is the time to take care of that need. We offer a variety of choices that can meet every need and budget:
With over 14,000 Americans eligible for Medicare daily, there's never been a greater need for education about this program. Medicare benefits are not a one size fits all solution. You must factor in your prescription drug costs, monthly premium options, networks, referrals, and future insurability. This is why our primary focus has always been the senior community. We are here to help you, but more importantly, we want to educate you on your options. So whether you're turning 65, disabled, or wanting to review existing benefits; we are here to be your lifeline when it comes to Medicare benefits!
When planning for retirement it's all about RISK. How much money are you willing to lose? Tax deferred market options are difficult to predict, as the economy is always changing. We offer solutions that can attain Index Based Guaranteed Tax-Deferred Growth with ZERO risk of loss! When the market goes up, so does your account balance! When the market goes down, you'll hold firm until things improve.
Our retirement strategies also ensure that you'll have the option of a lifetime stream of income, no matter how long you live! For the younger crowd, ask us about our tax-free retirement strategies using Life Insurance.
For our seniors, call us today and ask about our Fixed-Indexed Annuity options. We'll have an illustration ready for you in just minutes!
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The information provided herein is the exclusive property of Rooted Insurance & Financial Services. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. © 2021. Rooted Insurance & Financial Services.