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 Financial Immunity |
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Most people focus on growing their wealth but protecting your wealth is just as important. Changes in your personal situation such as illness, injury, a new family or divorce can sometimes cause your wealth to erode, both during your life and after you are gone.
While you can’t always predict life’s changes, you can plan ahead to help protect your finances from being diminished by them. A through financial plan that anticipates higher medical costs and unexpected needs before and during retirement might call for :
*LONG-TERM CARE INSURANCE, which transfers the financial risk of long term care expenses to an insurance company and provides choice in the type of care in the event you or your spouse need it.
*TRUST, which can save taxes, protect your assets from creditors and provide income without interfering with eligibility for government benefits.
*ANNUITIES, which provide tax-deferred guaranteed income
*INVESTMENT IDEAS to keep you diversified.
*ADVICE ON how to talk with your adult children and elderly parents about your family’s health needs and wealth plans.
Financial immunity is continuous process which advocates that as per the Life Stage key individuals (Earning member of family),need to review and match the changing requirement of future Life of all family members.
We participate in continuous process with timely review and ensure the immunity to our clients. |
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