Investments and Insurance
Insurance
First National Investments & Planning works with you to design a comprehensive
financial plan, with a portion dedicated to Life, Long-Term Care, and Disability
products that are best suited for you.
Life Insurance
Life Insurance has a place in any financial plan. Life insurance takes care of families - from paying off mortgage to transferring the family business to the next generation - it provides a significant amount of cash when it is needed most. Unfortunately, not everyone lives to see the completion of his or her financial plans.
Life insurance can be simple or complex; there is a wide range of products
available:
- Term Insurance
- Universal Life
- Variable Life
- and many more.
Long Term Care Insurance
As we get older, we sometimes cannot do all the things we once did. Oftentimes,
family members step in to help. But, there are times when more may be needed.
Long term care insurance is available to pay for that care whether it is at
home or at some type of facility. With costs rising for this care, it does
not take long before one's savings and investments can be depleted. Long term
care insurance protects an individual's assets by providing the funds needed
to pay for this care.
Disability Insurance
The ability to earn an income is one of our most valuable assets. Occasionally,
an accident or illness can interfere with that ability to earn an income.
Financial obligations continue, but the earnings do not. It can be a frightening
situation. Fortunately, disability insurance is available to protect against
this potential loss. A properly designed disability insurance program can
provide peace of mind to you and your family.
Securities provided by PrimeVest Financial Services, Inc., an independent
registered broker/dealer and registered investment adviser. Member SIPC/NASD.
Advisory services may only be offered by Investment Adviser Representatives
in connection with an appropriate PrimeVest Advisory Services Agreement and
disclosure brochure as provided.
View PrimeVest
privacy policy and other important
information.
Financial Consultants are registered to conduct securities
business and licensed to conduct insurance business in limited states. Response
to, or contact with residents of other states will only be made upon compliance
with applicable licensing and registration requirements. The information in
this web site is for U.S. residents only. The information on this website
does not constitute an offer to sell, or a solicitation of an offer to purchase
brokerage services to persons outside of the United States.
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