Life insurance is a must if you have children, a spouse, or any other dependents that rely on your income. It helps support the people you love after you pass and provides a quick infusion of cash. In addition to the stress created by the grieving process, putting your affairs in order in the event of your passing can be a daunting task. Life insurance policies provide immediate funds that help settle outstanding debt, pay for funeral costs, and resolve all income and estate taxes. Watermark Wealth Strategies is committed to finding the right life insurance plan for clients.
Individuals who are responsible for the wellbeing of a spouse or dependent would do well to consider several long-term factors before making a decision, including:
n the short-term, we advise our clients to think about a wide range of potential issues before considering life insurance. For instance, you should consider:
Regardless of your needs, we promise to deliver unbiased advice to you and your loved ones. You deserve a clear-eyed perspective, and our advisors act in your interest only, never selling an unneeded life insurance plan.
We often do life insurance reviews which can often help folks get more value for their money, whether it means more death benefit for the same amount of money, more potential for cash value growth, etc. Plus, we’re independent so we can look at a variety of carriers and policies to find out the absolute best option(s) for the client.
Call us today to get started.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 877-861-2261.
Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.