Website
Call
Wealth Preservation Associates
Health Insurance is often viewed as an optional insurance plan. When in reality it should be viewed as just as important as any other insurance coverage you have. In fact when you think about it the odds of a major medical calamity impacting a person's life are much greater than the automobile being stolen or the house burning down, and we would not think of going without that coverage.

Lack of sufficient Health Insurance is the number one reason for personal bankruptcy in the United States. Similar to Social Security, Medicare is an entitlement program. Most U.S. citizens earn the right to enroll in Medicare by working and paying their taxes for a minimum required period. Even if you didn't work long enough to be entitled to Medicare benefits, you may still be eligible to enroll, but you might have to pay more.
Services
Please note the most detailed and accurate information regarding Medicare can be found on www.medicare.gov. The following information is intended to offer a summary of Medicare and some of the options available. Medicare is a federal health insurance program that pays for a variety of health care expenses.
We provide a multitude of Life Insurance services geared at helping our clients protect those who depend on them for income, for support, and for family continuity. As independent insurance representatives we will find the right solution for our clients.

Whether it is an economical Term policy to cover a home mortgage or a business loan, or a Universal Life Policy to provide funds in the event of an untimely death in the family, or an Indexed Life Policy meant to both protect the beneficiaries in the event of that unexpected death, and provide values to be used during the life of the policy owner.
Our commitment is to the Client. Having income for a lifetime has become critical when folks live for 30 years or more in retirement. At age 60 we do not always plan for income at age 90!. Why an annuity? I am asked this question by every client, and I enjoy the opportunity to have this discussion.
I began Wealth Preservation Associates in 2008 to serve a client base that includes growing families that have barely begun the financial planning process needed to protect their family and prepare for the retirement road ahead.

I also work with folks in the middle of their careers who often times feel like they have years to get started with their wealth creation, preservation and distribution plan when in reality they are years behind in the quest to retire comfortably.I also support the retired and about to retire. These clients are very important to me because not only are they in my generation they are the group most seriously affected by a lack of planning.
Reviews
Review Wealth Preservation Associates

Be the first to review Wealth Preservation Associates.

Write a Review