FOR THOSE ‘WHAT IF’ MOMENTS.
When the unthinkable happens, you can still have a plan in place. Life insurance can ensure that your son or daughter goes to college and your spouse still has money to pay the mortgage even if the unthinkable happens. It’s like a financial safety net, whether you’re here or not.
PUT A PLAN IN PLACE TODAY.
The good news: Seniors are living longer than ever before. The bad news: Unless you have coverage that can keep pace, it could cost you. Long-term care insurance may be an affordable way to pay for ongoing care that can be very expensive and isn’t usually supplemented by Medicare, without draining your savings or affecting your financial security.
MONEY FOR EVERY STAGE OF YOUR LIFE.
Pay into an annuity now and your money can earn interest over time. It’s a way to protect yourself against the risk of outliving your assets because an annuity provides future income in return for your contributions.
With a “deferred annuity,” you can accumulate funds for a tax-deferred payout stream at a later date. An “immediate annuity” provides a payout right after you make your initial premium payment.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
We look forward to getting to know you and creating your personalized plan.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Navigant Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management, and may also be employees of Navigant Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigant Credit Union or NCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
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