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Life and Disability Insurance

If something were to happen to you or your loved ones, will you be able to have a successful financial future without them? Sometimes these hard questions are asked too late, often after someone close to you passes away or suffers from a severe injury.

At One Financial Services we like to include life and disability insurance in your financial plan. Using these types of products can help secure a financial future for our clients in the event of an untimely death or accident. We can offer a multitude of different products, including insurance policies and annuities, to supplement a financial plan.

We review with our clients the very real possibilities that can occur should they pass away. Some of these areas we review include paying for taxes on an estate, or being able to pay for care of a loved one with a disability. We understand that these issues can cause our loved ones who are left behind financial havoc should there not be a plan in place.

Do not let these issues catch you by surprise. We encourage our clients to be preemptive in their end of life plans and ultimately benefit their loved ones. One Financial Services can help you guide through the tricky waters and help you to make a life plan.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, KY, MD, NC, NE, NJ, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV.