Life Insurance

Retirement and Legacy Protection Strategies

According to a recent study, Americans with life insurance feel more financially secure than those without (68% compared to 47%).1

We can create the right life insurance strategies for you, especially if you’ve already maxed out your Roth IRA’s and 401(k)s. Our retirement and legacy protection strategies provide tax-advantaged assets and legacy planning solutions, Roth alternatives, and efficient payment of estate taxes.

1Life Insurance Statistics, Data and Industry Trends 2024 – Forbes Advisor

LIFE INSURANCE REVIEW

Our recommendations can help bring added confidence to you and your family. We provide cost and benefit analysis to determine if your current life insurance is meeting your needs.

All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the insurance policy.

Insurance products are offered through the insurance business Horizon Wealth. Horizon Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Horizon Wealth are not subject to Investment Advisor requirements. Horizon Wealth and IPW are not affiliated companies.

Get started on your life insurance plan today!

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