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Insurance Faqs

Last Updated: May 1, 2021

If you have worked hard to establish a savings account, home equity, investments, or retirement accounts, Life insurance is the foundation for which it all rests.

We understand that everyone’s situation is different.  That is why we have teamed up with several different A rated Insurance companies.  We will compare different policies for you in efforts of finding the right coverage, at the right costs.  We pride ourselves in listening to your needs, communicating, and delivering the right plan for you and your family.

Life Insurance is complex. There are several different life Insurance strategies.  If structured properly, life insurance can provide retirement income, living benefits, or a cash value left to your family in the tragic event of death.  Talk to a professional that can listen to your needs and guide you into the right life Insurance plan.

At Xennial Wealth, we believe in diversifying your funds.  Some accounts are tied to the stock market.  If the market does well, your account will grow, but if the stock market tanks, so does your hard-earned savings.  Ask us about life insurance policies with guarantees.

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