There are so many reasons to protect what you love and what you have built. There are also many ways you can potentially use insurance as an asset. Have your needs reviewed today.
We believe you and your ability to earn an income is the most important asset you have. If you owned a money tree, you would protect it wouldn't you?
Life Insurance -
In our opinion the most misunderstood asset class in your portfolio.
Not only can a life insurance death benefit provide income to a surviving business or family, but when structured properly it can provide guaranteed cash value that grows tax deferred and can be withdrawn tax free,
It could also be an asset that provides your portfolio with less volatility, less market correlation, and liquidity in an emergency.
Find out even more good things and make sure your protecting what you love.
Disability Insurance -
Can you or family achieve their financial goals without an income?
How long can you afford your bills if you missed significant time away from work?
What if you could no longer physically work the same job after an injury or illness?
Long Term Care Insurance -
Often times the largest threat to your retirement will come from a long term change in your health. Waiting to address this concern will often times render your choices of dealing with it to almost none.
You need two portfolios. One to help grow your wealth and one to help protect it. Find out how.
Copyright © 2018 Carlson Financial Group - All Rights Reserved.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com, Carlson Financial Group and the above companies are independent, and non-affiliated. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.carlsonfinancialgroup.us and assume total responsibility for your use of the sites you are visiting. Tax, legal , or Social Security Claiming services are not offered through, or supervised by Lincoln Investment, or Capital Analysts. . Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.
Carlson Financial Group, Valued Capital Advisers, and the above firms are independent and non-affiliated.
* Neither Carlson Financial Group, Valued Capital Advisers, Capital Analysts, or Lincoln Investment, nor its employees, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. **Neither asset allocation nor diversification guarantee a profit or protect against loss. Insurance products are not offered through, or supervised by Lincoln Investment or Capital Analysts.