Insurance and Annuities


Catastrophic Planning

 


Life Insurance


Helping to make sure you and your family are protected in the event of a catastrophic life event is the most fundamental element of a properly designed risk management program.

We can assist you in the evaluation of the risks you and business face every day. Specifically we provide advice regarding the following types of coverage:

  • • Term life insurance
  • • Permanent Life Insurance- Whole Life or Variable Universal Life
  • • Long-term care insurance

Annuities


There are different types of annuities that are available for each particular situation.  Some of the options are:

 

  • • Immediate Annuity
  • • Fixed Annuity
  • • Variable Annuity

We have access to all the major carriers and can assist in designing a personalized program that meets your family's or business' needs. Give us a call or click HERE to set up an appointment to discuss your personal situation.

 

 

  

 

 

 

  • Rose City Financial © 2012

    Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rose City Financial Services, LLC and Cambridge are not affiliated. This communication is striclty intended for individuals residing in the states of CA, CT, IN,  MA, RI, VA, VT.  No offers may be made or accepted from any resident outside the specific states referenced.