Tag Archives for " Life insurance in retirement "

Reason to Buy Life Insurance {To “Replace” a Social Security Check}

Videos

Life insurance could come in handy to “replace” a Social Security check. If you are married and your spouse passes away you will lose a Social Security check. Life insurance can provide an income tax free source of money to help you meet your expenses in retirement if this were to happen. In this video […]

Can I Have Multiple Life Insurance Policies?

Videos

Are you allowed to have more than one life insurance policy? Or is having multiple life insurance policies not allowed. Not only is having multiple life insurance policies allowed, but strategically it could make a lot of sense to do so. Having said that, there are limits to as to how much total life insurance […]

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. CA Insurance License #0C86000.

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 Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.