Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

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Written By: Jennifer Cox Mann, Relationship Manager & Insurance Coordinator While risk mitigation may not have seemed as necessary when you were in your 20s, it becomes increasingly important as you near retirement. With time, you will want to ensure the security of your wealth, retirement funds, health, estate, and your children’s inheritance. However, this…

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Three Reasons Life Insurance Should be Part of Your Wealth Plan

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As an investor with significant assets,  it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One of the most versatile and often-used tools in wealth planning efforts is life insurance. Here’s why—and how you can start thinking about life insurance and whether it should be part…

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