Insurance Planning
Protect Your Wealth. Secure Your Future.
A strong financial plan isn’t just about growing wealth—it’s about protecting what you’ve built. Unexpected events like illness, disability, or loss can disrupt your financial stability if you’re not prepared. That’s why insurance planning is a critical part of a secure financial future.
At WealthWorks Financial, we help you identify potential risks and implement insurance strategies that provide peace of mind. Whether you’re protecting your family, your income, or your business, we ensure you have the right coverage for every stage of life.
Comprehensive Insurance Strategies
Insurance isn’t just about having a policy—it’s about having the right protection in place to secure your financial future. Here’s how we help:
Life Insurance for Family Protection
Ensure your loved ones are financially secure with term, whole, or universal life insurance solutions tailored to your needs.
Disability Insurance for Income Security
Protect your income in case of injury or illness with short-term and long-term disability coverage.
Long-Term Care Planning
Prepare for future healthcare needs with long-term care insurance options that help cover medical expenses and assisted living costs.
Business & Key Person Insurance
If you own a business, ensure continuity and protection with key person insurance, buy-sell agreements, and executive benefits.
Insurance Planning Questions
How do I know what type of life insurance I need?
It depends on your financial goals. Term life insurance is great for income protection, while whole or universal life policies provide long-term security and investment growth.
When should I get disability insurance?
If you rely on your income, disability insurance is essential. It helps replace lost income if you’re unable to work due to injury or illness.
Do I need long-term care insurance?
As healthcare costs rise, long-term care insurance can help cover expenses for assisted living, nursing care, or in-home medical support, reducing the financial burden on your family.
What insurance coverage do business owners need?
Business owners should consider key person insurance, buy-sell agreements, and liability coverage to protect their company and employees in case of unforeseen events.
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881 3rd Street, Whitehall, Pennsylvania 18052, United States
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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
The cost and availability of life insurance depends on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Financial Professionals of Cetera Advisor NEtworks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisorsnetworks.com.
881 3rd Street, Whitehall, Pennsylvania 18052, United States
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