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Anthony J. Bardi
Registered Representative
Enrolled Agent, LTC# 454
Tax and Financial Solutions, Inc.
151 SE 223rd Avenue
Gresham, OR 97030
Phone: 503-666-7909
July/August 2021
Life Insurance Roles
Life insurance is versatile and can play a variety of roles in a financial plan.
Tap Your Policy’s Cash Value.
You can supplement your retirement income by accessing your policy’s cash value or borrowing against it. Remember that loans and withdrawals may reduce the amount of the policy’s death benefit.Include an Accelerated Death-Benefit Rider.
You can use the policy’s death benefits if you’re diagnosed with a terminal illness that will substantially shorten your life. Using the benefit will reduce the death benefit for your beneficiaries.Leave a Legacy.
Life insurance can be used to benefit loved ones or to make a charitable donation to an organization that’s important to you.Replace Lost Income.
Social Security and pension benefits typically stop at your death, potentially leaving your spouse with an income deficit. Life insurance proceeds can make up the shortfall.Pay Final Expenses.
Life insurance proceeds can be used to pay your funeral expenses.CONTACT US
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Tax and Financial Solutions, Inc. and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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