Stephanie Follin - Wealth Management Advisor

The death benefits of whole life coverage can be state and federal tax free to your heirs.

Whole life coverage can be used to cover the cost of your final arrangements or to leave money to a charitable organization after you're gone.

Whole Life Insurance And Charitable Giving

With , the premium you pay stays the same regardless of market conditions.

If you encounter a chronic or terminal illness, protection allows you to access a portion of the death benefit.

With flexible payment options you can lower annual premium costs and still have a fully funded policy in retirement.

Unlike term life coverage, whole life stays with you throughout your lifetime and has the potential to earn dividends based on the insuring companies annual success.

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Protect today's plans and tomorrow's dreams with whole life coverage.

Lock in lower costs for a child in excellent health.

With 5 flexible payment options, you choose what pay periods work for you.

Whole life coverage is guaranteed to have level premiums that won’t increase, a death benefit for your loved ones and cash value growth you can borrow from for any reason while you are living.

Protect the assets you have built while working towards retirement with coverage.

You're busy building assets, working toward retirement and enjoying life, but what about your future? Whole life coverage can provide protection and a legacy.

Whole Life Difference - Person A vs. Person B

Long-Term Care Insurance Awareness Month may be coming to a close, but your need for coverage isn’t. Long-term care insurance is worth it because it protects your assets, relieves your family of caregiving pressure, and puts you in control. Is your future protected?

A big objection to owning life insurance is the cost.
But policies might be much more affordable than
you imagine! If you think you’re too young to need
it, you might not understand what it can do for
your .

Whole life protection can become a usable asset during your retirement years. Ask me how you can enhance your financial picture with coverage.

Theresa was hesitant about long-term care insurance at first, but after her husband suffered a stroke and needed home care, she became a believer. Watch the Mollicones’ story: https://tinyurl.com/2avnmoj5/

Real Life Stories | Theresa Mollicone: A Burden Relieved Months after his 65th birthday, Joe Mollicone suffered a stroke that left him partially paralyzed and unable to speak. Joe's insurance starting paying and wa...

When we learn to ride a bike, we are taught to wear a helmet. Accidents happen. Do you apply the same logic to your car, your house, your business, your life?

Have you heard of hybrid policies? They offer two important coverages in one: life insurance to protect your loved ones and long-term care coverage to protect you. We can help you find a hybrid policy that works for you and your budget.

Don’t let your life savings get depleted by long-term care expenses! Consider long- term care insurance so you can protect your retirement nest egg.

Starting a new business is hard. Keeping your small business afloat can be even harder. Business owners: What kind of strategies help your dream remain stable through the hurdles? Asking for a friend.

The future is always a minute away. What are you doing now to positively affect your future, or the future of those you love most? What strategies are working for you?

For me, it’s all about the things I don’t even have to think about, because I know they’re taken care of. How do you define peace of mind?

Did you know that neither your health insurance nor Medicare would pay for long-term care if you need it in the future? If you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time, you’ll need long-term care services.

❗️Weekly Wire❗️

With the Federal Reserve Bank of Atlanta projecting continued economic growth in Q3, Tim Holland, CFA from Orion & Brinker Capital discusses what that may mean for our economy and why we're rooting against Atlanta.

Rooting Against Atlanta - Brinker Capital As I sit in my office in southeastern Pennsylvania, taking pen to paper on this week’s Weekly Wire, fall is […]

So true! Long-term care insurance typically covers both in-home care and care received at a specialized facility like an adult day care, assisted living facility, nursing home, or memory loss unit.

We will likely spend most of our lives working. But the time to rest will come. I have my own bucket list. Do you have dreams for retirement? What can we do now to make those dreams more attainable?

It’s about smart planning. We can help!

Are you curious what's been going on in the markets?

Take just a few minutes to hear Tim Holland, CFA recap the week that was and the week that is to come in this weeks Monday Musings.

BCI_Monday Musings_10-10-22

Do you have life insurance? Why or why not?