Life Insurance
Life Insurance Details:
Protect your income in retirement
Sizable returns without the risk
Coverage you can’t outlive
Premiums that won’t increase
Tax free, lump sum, payout to your heirs
Get the Most Out of Your Life Insurance Policy
Life insurance, properly implemented, is one of the building blocks of a sound financial plan. Many people view life insurance policies as a “death-benefit,” a way to protect their loved ones from financial hardship after they pass away. However, the potential uses and strategies for life insurance go far beyond this limited approach. Benefits of life insurance planning include; improved investment allocation, risk-free returns, tax-free wealth transfer to heirs, and even good, old-fashioned savings.
At Cowen Tax Advisory Group, we help you assess whether a life insurance policy is right for you. We’ll help you understand the life insurance underwriting and rating process. In many cases, we are able to help clients secure better ratings, better coverage, and lower premiums.
Cowen Tax Advisory Group has been helping clients understand their life insurance options for over 40 years. Request a free consultation and discover whether life insurance is right for your retirement.
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Serving Avon, Berlin, Bloomfield, Bristol, Burlington, Canton, Cromwell, East Hartford, Farmington, Manchester, Newington, New Britain, Plainville, Rocky Hill, Southington, South Windsor, West Hartford, Wethersfield, Vernon, Windsor, Windsor Locks
