Insurance and Annuities

Both annuities and life insurance should be considered in your long-term financial plan because they aim to protect you and plan for your future.

Strategic Wealth Partners offers innovative solutions that seeks to provide economic protection to your loved ones if you die before your financial obligations, and annuities to guard against outliving your assets.

Let’s look at each of these options:

  • Whole Life – Provide income for dependents or meet your estate planning needs. This policy will pay out when you die, borrow the cash value or surrender the policy.
  • Term Life – Provides an income for dependents in the event you die and is typically paid out in one single payment.
  • Annuities – These generally fall into two categories: deferred and income. Each works differently and offers unique advantages. Annuities can be used to help you increase your savings, protect what you've saved, or generate a stream of income.

Each aim to offer the powerful combination of protection, tax deferral or income in retirement. Contact us to discuss your long-term financial goals. We’re here to help!

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

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