Protect the Big Picture: Your Life, Your Family And Your Legacy
In most circumstances Life Insurance Death Benefits are Tax Free to your Beneficiaries. You give the insurance company a small amount of money now and when you die they would write a much larger check to your beneficiaries. It’s that simple. I believe it to be one of the best investments you could make.
There are many circumstances why you – or any individual – should immediately evaluate their insurance coverage.
Consider Reviewing Your Policies With A TradeWell™ Advisor
One of our professionals can help you:
During your initial consultation with one of our advisors we will address any current policies you have. Or perhaps speak of the need for additional coverage as many people are under insured. If you have a mortgage, or persons who rely on your annual income to make it we might want to protect that with a low-cost term life insurance policy. It just makes good sense.
The Right Insurance Protection Can Minimize Losses To Your Assets, Business Or Health
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Bryan Putt is an Investment Adviser Representative and a Registered Representative. Advisory Services are offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser. Securities are offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC.
Tradewell Tax and Financial is not an affiliated company of (SAM) or (ASI).
Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC and Bryan Putt: IN. Clients who are not residents of these states cannot be serviced.
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law. All insurance recommendations offered through Indiana Tax Advisory Group, Inc. Mike Albertson is President of Indiana Tax Advisory Group, Inc.
There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.
Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.