Life and disability income insurance are about risk. Whether you’re nearing retirement or just starting out, most people would like some added protection. By asking the correct questions, we can guide and help our clients implement strategies to pursue their personal and business goals.
Insurance Planning Strategies to Help Meet Your Needs
Pennsylvania Wealth Management works to help find the products and services that can help prepare you and your family for the unexpected, even unwanted moments in life. We focus on the following insurance products and strategies:
Disability
Long-term care
Life insurance
Healthcare
And much more
Long-Term Care
Over half of Americans will require some form of long-term care service in their lifetime. With rising healthcare costs, now is the time to find a plan that meets your needs. We’ll discuss your current situation and how we can work toward helping both you and your family in the future, should the need ever arise.
Life Insurance
The loss of a family member can be detrimental to those around them if a plan isn’t in place. The last thing you’d want to do is put your family in a financial bind after you’re no longer here. We can help you find a plan that makes sense with your overall financial plan and that is beneficial to your family.
Insurance Planning with Pennsylvania Financial Advisor
Complete the form to speak to one of our financial advisors about Long-Term Care Planning needs and receive your complimentary copy of 4 Misconceptions About Long-Term Care
Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Pennsylvania Wealth Management and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pennsylvania Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jason Bergey or Pennsylvania Wealth Management is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
