MEDALLION FINANCIAL RESOURCES
Life Insurance
The primary purpose of life insurance, used to be, to provide monetary relief to beneficiaries upon the death of the insured. In today's environment, we can provide, Tax-Free, lifetime income on a living basis. No need to die to benefit from the policy. It is truly life insurance.
Protect Your Loved Ones
Life insurance ensures that your family is financially taken care of and can maintain their lifestyle, including expenses like mortgages, debts, education costs, and fund their future family needs. Knowing that your family will be taken care of, in your absence, can bring you emotional peace of mind.
Plan Your Estate
Life insurance can play a crucial role in estate planning. It can help cover estate taxes and ensure that your beneficiaries receive their intended inheritance without unnecessary financial burdens or delays. By incorporating life insurance into your estate plan, you can effectively transfer your wealth to future generations, leave a legacy, and create a smooth transition for your loved ones.
Supplement Retirement Income
Life insurance policies, such as cash value or whole life insurance, can accumulate a cash value over time. This cash value can be accessed during retirement as a tax-advantaged source of supplemental income. It can provide a financial cushion, support your desired lifestyle, and help bridge any income gaps, allowing you to enjoy your retirement years without financial insecurity.
Consult with Us
Embarking on your well-deserved retirement should be a time of joy and fulfillment, not one of financial uncertainty. Imagine the peace of mind that comes from knowing a trusted expert has your back, guiding you through the financial landscape of your golden years. A professional financial advisor can help you navigate complex decisions around retirement savings, estate planning, taxes, and more - ensuring your hard-earned assets work effectively to support your lifestyle and dreams. Reach out to a professional financial advisor today and step into your retirement with confidence and peace of mind.
Address
211 Nokomis Ave S, Venice, Florida 34285
Contact Number
1-941-486-0305Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.
Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
FINRA https://www.finra.org/#/
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