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A Protection First Philosophy

Life is unpredictable. You need a strategy that builds and protects, no matter what happens. 

Your financial future and the well-being of those you love cannot be based on a simple needs assessment. If someone had asked you ten years ago what you would need in order to live well today, would you have gotten that question right?

It's a will throw you curve balls.

Nothing can eliminate uncertainty. But with the proper protection in place… life, disability, or long term care insurance, you and your family could be ready for whatever life throws at you.

  • Permanent Life Insurance
    Permanent protection and cash accumulation combined with access to cash value.
  • Universal Life Insurance
    Universal Life provides permanent protection with the flexibility to adjust premium payments.
  • Term Insurance
    Cost-effective short-term protection for a fixed period of time.
  • Disability Insurance
    Just over 1 in 4 of today's 20 year-olds will become disabled before reaching age 67 1. Should you fall ill or are injured in an accident, will your income be protected?

Protecting what you have now and into the future is the foundation at Strategies For Wealth.

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1 U.S. Social Security Administration, Fact Sheet June 30, 2016