Insurance and Annuities

Life Insurance

With life insurance in your portfolio you safeguard your family’s quality of life should anything happen to you. And if you’re a business owner, the right policy supports your company. In addition, long-term care insurance can help you mitigate health care costs.

At Rose City Financial, you get the unbiased help you need to evaluate your choices:

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


An annuity policy may also be a good retirement planning choice for you. Different types of annuities are available depending on your needs including:

  • Immediate Annuity
  • Fixed Annuity
  • Variable Annuity

Gain peace of mind and a more satisfying outlook

When we work together you access all major life insurance and annuity carriers, understand the benefits and nuances of your options, and make the right decision to protect your family and business.

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. Diversification and asset allocation strategies do not assure profit or protect against loss. This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VT, VA.
No offers may be made or accepted from any resident outside the specific states referenced.