Taking time to talk about your retirement options when it comes to insurance is vital right now. Living in the WNY area, we have done a great job of helping to flatten the curve, allowing most businesses to begin to operate again. What we would like to do here on our blog is take a little bit of time each couple of weeks to talk about things that you could be doing to help yourself get more out of the had work you’ve put in over the years.
Helping anyone from the person entering retirement on a new frontier, or the community banks of WNY to provide intriguing retirement benefits that can entice high level talent, we are here to help. Here are a few quick questions that you could be looking at when thinking about your retirement insurance portfolio, directly from Mark Kostrzewski, the lead man for MBK and Associates, Inc.
- Will you have enough money to retire on?
- Do you understand the crippling effect taxes have on retirement plans?
- How can you eliminate investment risk on your assets without sacrificing upside potential?
- Could you run out of money?
- What should you do with your insurance policies?
- How do you best plan for long-term care needs?
The ability to maximize nontaxable lifetime income without a downside risk it Is within your reach! Current generation Life insurance contracts cannot only provide these valuable benefits, but also structure future long-term care benefits, without lifetime premiums.
A Life insurance policy audit, and financial review can point you in the right direction to these results.
We are in the business of helping people add value and certainty to their situation.
Please call if you would like to learn more. We are seasoned and determined to help the great people of Western New York