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Insurance

Insurance planning can provide continuity for your business, your retirement income, and your estate and succession plans. It can also secure your family’s future if something happens to you.

  • It can help your company survive loss of a key executive
  • It can supplement your retirement income and provide a secure future for your family
  • An insurance trust can provide funds to pay estate taxes, preserving assets for your heirs
  • It can facilitate continuity for your family and your business during succession

Through our network of providers, we can create an insurance plan that will complement your overall wealth management strategy.

Financial Plans Retirement Income Estate Planning
Business Succession Taxes Insurance


 
 
 

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Securities offered through American Portfolios Financial Services, Inc. Member: FINRASIPC. Investment Advisory products/services are offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Froehlich Financial Group, Ltd. and American Executive Benefits, Inc. are not affiliates of APA or APFS. Executive wealth management products/services are offered through Froehlich Financial Group, LTD. a registered investment advisor



This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NY, OK, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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