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 objective help you need to evaluate your choices:

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

Annuities

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

 

Guarantees are based on the claims-paying ability of the underlying insurance company and are not FDIC insured.

Form CRS for Cambridge
(Customer Relationship Summary)

Form CRS for CIRA

Form CRS Supplement

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Rose City Financial. Cambridge and Rose City Financial are not affiliated. Cambridge does not offer tax or legal advice.

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.