Insurance

NEW STRATEGIES

NEW INSURANCE POLICIES FOR MULTIPLE RETIREMENT NEEDS

Forget everything you think you know about insurance and look again. Today’s newer policies can offer creative avenues to address the problems of income generation and access to adequate cash flow. New life insurance products aren’t just designed to give money to the people you want to take care of; they can also give you more money to spend just when you need it most.

  • Did you know that life insurance can leverage your money.
  • Did you know that newer life insurance solutions to long-term care can make sure your family gets to keep the money, even if you don’t use the policy?
  • Did you know that life insurance can offer you a tax-advantaged source of income?

At SF Financial Services, we want to help improve your chances for a better outcome, not just for tomorrow, but for today. Ask us how life insurance can potentially not only protect your family, but help boost your portfolio.

RISK MANAGEMENT
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Annuities: Why You Might Consider an Annuity

There are many different forms of risk in retirement, and insurance products like annuities may sometimes be considered as a “bond replacement” in the part of the portfolio geared toward safer investments. These products are backed by insurance companies. An annuity like an FIA (fixed indexed annuity) can sometimes offer a chance for growth based on market performance, while not actually being invested in the market.

But not all annuities are alike. At SF Financial Services, we have access to a large universe of annuities, including proprietary products offered by highly-rated carriers. As a fiduciary, we will sort through the options for you based on your unique parameters.

Learn More About Retirement

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BETTER RETIREMENT

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Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

LET'S CONNECT

Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

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