Sudden financial windfalls come in many forms. Some people have no idea they are in the works or how to deal with them. Putting the money aside until ...
Life Insurance
Secure your family’s financial future
Life insurance is a key component of a comprehensive wealth management strategy, offering both financial protection and strategic benefits.
Life insurance is hard. It’s hard to know if you have the right kind. It’s hard to know if you have enough. And it’s hard to know if you need any at all. Whole life? Term life? Universal life? There’s so many choices. To ensure you are protecting your dependents with income replacement and debt coverage, making smart estate planning maneuvers and even protecting business continuity – all of this can be achieved with the proper life insurance plan.
Connect with a Salem Five Wealth Advisor to review how you can better protect your family for the unexpected.
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Check the background of investment professionals associated with this site on FINRA's BrokerCheck »
1 Fox Business - February 9, 2022: Nearly a quarter of Americans don't have life insurance ...
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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