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Toledo, OH  43613

 

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   Life, Health & Investments

 

Life Insurance

 

Financial Planning experts consider Life Insurance as an important component of a sound financial plan.  Life Insurance provides:

 

  • Replacement income for dependents

  • Payment for final expenses

  • Ready resource for payment of taxes levied on an estate

  • Inheritance for heirs

  • Opportunity to make charitable contribution thru designation of beneficiaries

 

The specific amount of Life Insurance needed is not usually ascertained with a “one size fits all” formula.  With the assistance of an expert in this field, people are able to determine the type and amount of Life Insurance that meets their unique needs.

 

Health Insurance

 

The rising cost of medical care and the complex nature of Health Insurance coverage provide good reason to search out an experienced provider.  Our Agents can assist you in making good, fact-based decisions regarding your health insurance purchase.

 

Investments

 

As a “Trusted Advisor” we can introduce you to an Investment Advisor that fits your investment personality.  We have long standing relationships with both fee-based and commission based advisors.  We can also help you sort through the many investment philosophies that are offered by the investment community.