Protect what matters most.
Have confidence knowing that your wealth plan helps to protect your family and your legacy. At MDL Wealth Management, we can help you create a customized insurance plan to address all of your unique financial goals and concerns.
Rely on our knowledge of protection solutions like insurance and annuities to help fortify your wealth management plan. We can develop insurance strategies to protect your family in the event of an untimely death, prepare for future care needs, provide estate liquidity and help build tax-deferred wealth for retirement. We can also explore how insurance and annuities can help insulate your portfolio from market risk and offer you additional income.
As an independent advisory firm, we are able to negotiate with carriers on your behalf to bring you the most efficient solutions available in the marketplace.
Some of the services we offer:
Life insurance products offer a spectrum of death benefit protection, spousal coverage and cash value accumulation features for a variety of needs. They can also be used as an important estate planning tool, helping to ensure your beneficiaries and heirs are not saddled with an undue estate tax burden.
For many of us, the ability to work and generate income is our most valuable asset. Protecting this asset is paramount to achieving your short- and long-term financial goals. Disability insurance helps guard your income and lifestyle from unexpected interruptions during your working years.
Long-term care insurance can help manage healthcare costs and reduce the impact of inflation while ensuring your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.
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