 You may know a 529 plan as a tax-advantaged savings vehicle to help fund a college education (Not familiar? See below). You should consider whole life insurance as an alternative with similar contribution, accumulation and distribution tax features of a 529 plan, but with additional benefits. This option will allow you to:
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Disability Income Insurance - Protecting Your Most Valuable Asset: The Ability to Earn an Income4/23/2018  Have you protected your income?
Disability happens. You can’t predict whether or when it will strike. However, you can prepare in case it does, with a customized disability income insurance plan. This protection can replace a portion of your income to help maintain your current lifestyle if you suffer a disability covered by the policy. Your income is your most valuable asset and has the potential to be substantial over your working lifetime. But to earn it, you must be able to work. |
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October 2022
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Contact UsLeonard Financial Solutions
49 Revere Avenue Moorestown NJ 08057 856-444-LIFE (5433) info@leonardfs.com |
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We are not connected with or endorsed by the United States government or the federal Medicare program. We do not offer every plan available in your area, and any information we provide is limited to those plans we do offer in your area. Please get in touch with Medicare.gov or 1-800-MEDICARE to get information on all your options. Health Insurance sold on www.leonardfinancialsolutions.com is processed through the licensed entity Leonard Financial Solutions LLC.
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