The Legacy Ladies

🏦 𝗦𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗱𝗿𝗲𝗮𝗺 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁! Book a personalized consultation with us today. Our experts will guide you through Medicare enrollment, budgeting, investment management, long-term care planning, and estate goals. Take the first step towards a worry-free future.
https://themedicareexchange.org/lets-talk

What kind of legacy do you want to leave behind? Unlike most other savings options, life insurance proceeds are almost always tax-free, allowing more of your assets to pass to your loved ones.

Did you know? ❔

A permanent life insurance policy's cash value grows over time and can be withdrawn as income during retirement.✅✅
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Taking care of your health is an essential piece of enjoying a long, happy life. Ensuring you are covered with life insurance allows you to live worry-free that if anything were to happen, your loved ones would be protected financially.😊

Life insurance as part of a financial plan? You bet! 😳 See how permanent life insurance can provide a "third bucket" to help supplement retirement income.👇👇

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Working for yourself, earning your own money, and setting your hours... yeah, starting a business sounds amazing! 😊

Until you start thinking about the finer points, your dream of starting a business can become a nightmare.

Okay. Inhale deeply. Every day, successful businesses are born. And if you work hard enough, you'll be next! How to start a business in six steps.👉 https://bit.ly/3bBz2Kj

How to Start a Business Don’t let the fear of the unknown hold you back from pursuing your business dreams. These six steps will show you how to start a business with confidence.

Drive safely into your weekend!🚗

Wishing you a joyous, healthy, and safe new year!! Let us begin 2022 with a positive attitude and express our gratitude to our loved ones for their care and support in 2021!

Christmas idea exchange! 😍

Share something on your wish list, something fun or unique you discovered recently, or something you've successfully lifted to that difficult-to-buy-for person on your list in the past.

Let's take a look at those gift ideas...they might come in handy for someone!

Thinking About Life Insurance Options?

To better understand the types of coverage suitable for your goals and needs, here is a breakdown of various kinds of life insurance and who the policies are ideal for.

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Popular Types of Life Insurance for Any Age There are different types of life insurance to suit all ages. From term to whole life and more, here’s what you should know about each kind.

Always keep in mind that your focus determines your reality.💯

Who needs life insurance? Most likely, you do!🙋

Are you married? Does someone depend on your income for their financial support? Do you own a business or have a farm? Then you should have a life insurance policy to protect your loved ones or business partners.✅✅

Are you still in your early career and considering retiring early? Visit the Nerdwallet calculator to see what it means for you. https://bit.ly/3B7qPbM

Are you making more money but not sure where it's all going? Don't be caught off guard by lifestyle creep! These tips can prevent you from depleting savings.✅✅

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A special greeting of Thanksgiving time to express to you our sincere appreciation for your confidence and loyalty. We are deeply thankful and extend to you our best wishes for a happy and healthy Thanksgiving Day.

Save as soon as possible. Keep debt to a minimum and always pay it off. 😊
❌Don't overindulge in luxuries.
✅Have a budget.
✅Plan for your future.
✅Start an emergency fund.
✅Learn about your taxes. Look after your health.

What other advice would you give your younger self about managing your finances?

Just because you fail once doesn’t mean you’re going to fail at everything. So keep trying, hold on, and always, always believe in yourself!😊

Freedom is not free, if you see a veteran today don't forget to thank them!

If your child has recently graduated from college, you may be looking forward to some new financial freedom. What should you do now? Here are our six suggestions:👉 https://cnb.cx/302y7jP

Sometimes having the right attitude about money, and developing the right relationship with money, can give you a better foundation for success. 😊 You got this! 🙌

Many people wonder if single people need life insurance. 👀😁 Here are some of the most common reasons to consider life insurance if you’re flying solo.

If anyone resonates with you, show yourself some love by talking to one of our insurance professionals about your options.

Who can relate??

In a COVID-19 world, the importance of financial wellness benefits for employees is even more important. Here are three actions employers can take to get started. 👇 👇

https://bit.ly/3xU3ysK

The significance of financial wellness benefits for employees in a COVID-19 world | BenefitsPRO 3 reasons why financial wellness is even more important today and 3 actions employers can take to get started.

The traditional view of adult life has been that you work for 40 years then retire & receive a pension for the rest of your days. The new model is about doing more of what you want to do & less of what you do just to get by. The question is, how? I’d love to help you.