The Steps

Protect Against Loss of Income 

During a person’s younger “income-earning” years, it is important to have adequate insurance to cover that income in case of unexpected death or disability.

Insure Family Assets 

As a person nears retirement age and has built substantial assets for retirement, one’s financial plan should ideally transform from protecting income to protecting assets. This can be achieved by, among others, using insurance for tax and estate planning.

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Investment Risk Disclaimer

1 Information contained herein should not be construed as legal or tax advice and is intended for illustrative purposes only. All charts, graphs, estimates and projections are based upon hypothetical situations, are not representative of any particular financial condition and are not intended to represent a likely or guaranteed return or outcome for any prospective customer.

The Afortus Financial Needs Analysis is based upon source information believed to be accurate. It is an analysis to determine appropriate individual financial needs and does not constitute a solicitation for the purchase or sale of any specific financial product or service.

The Afortus Financial Needs Analysis is based upon source information believed to be accurate. It is an analysis to determine appropriate individual financial needs and does not constitute a solicitation for the purchase or sale of any specific financial product or service.