Life changes can offer exciting opportunities. To make sure your financial strategy still meets your financial goals, I suggest consulting with a life insurance agent to assess your plan on a regular basis. A good rule of thumb is either every two years or when you have one of the major life events listed below.
Getting married
Buying a new home
Having a baby
Starting a business
Enjoying your empty nest
Nearing retirement
A wealth of knowledge
Transamerica is dedicated to improving the financial well-being of everyone. As a life insurance agent, I want to ensure my clients have the information they need to make sound financial decisions. This includes providing guidance and educational materials that help them prepare for the future so they can live their best life.
Top 9 features of life insurance
You may be surprised by some of the ways life insurance can help secure your financial future. It can help you save for college, pay off debt, save for retirement, and achieve other goals.
Understanding final expense life insurance
Final expense insurance can help make a difficult time for your family a little easier. It’s a form of whole life insurance designed to cover funeral and other end-of-life expenses.
