Has your insurance kept up with the changes in your life? If you’re like most people you probably already own some life insurance. But is it still enough to cover all your needs? Have you thought about Long Term Care Insurance and Disability insurance to cover you in case you’re sick or hurt and can’t work?
This may sound like its all gloom and doom, but it just takes a few minutes to identify if you and those you love have enough coverage. At ISB Investment Services available through Sorrentto Pacific Financial, LLC* one of our SPF Financial Consultants can help ensure your family is protected:
- Death before loan/debt repayment can be finished
- Spouse outliving a life only pension plan
- Death before reaching personal goals the client wants to be funded
- Retirement funding for spouse, child’s education
- Disability Insurance
- Long-Term-Care Insurance
- Death of a primary income earner
- Final expenses
- Dependent income
- Family goals
- Support of parents
- Wealth transfer/preservation
To learn more about life insurance and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC. (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The bank has contracted with SPF to make non-deposit investment products and services available to credit union members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
SPF representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.