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Financial Protection Tips for Retirement

LIFE INSURANCE

Life insurance ensures your heirs and dependants are financially sound in the event of your death. However, buying the right type of life insurance policy can be confusing since there are so many choices out there.

The best type of life insurance policy is one that kicks in on the day you die. At Bobetich Retirement, we offer life insurance policies that can provide financial coverage for your families and transfer your wealth to your loved ones in a tax-advantaged way.

We offer permanent life insurance as an effective instrument for accumulating cash value for future savings and retirement. You can also opt for a term life policy that offers an adequate death benefit and can also invest your other disposable income in tax-deferred retirement accounts.

retirement

LONG TERM CARE

Americans are now living longer. However, most seniors require some form of long-term care for their retirement.

Long-term care offers medical and non-medical support for seniors with chronic conditions and disabilities and provides them assistance with daily living. The benefit of having long-term care insurance is that it is much more flexible and provides more options than government healthcare insurance programs like Medicaid.

At Bobetich Retirement, we can help you choose the best long-term care option so that you can have control over your own healthcare in the future.

ASK US A FINANCIAL QUESTION

We understand that everyone has a unique financial circumstance. This is why we offer personalized retirement plans for all our clients. Ask a question and we will discuss your options with you.