Life – Group Health – Financial – Long Term Care
Why Life Insurance? Life insurance helps to ensure that your family and loved ones are protected against financial difficulties in the event of a premature death. Combined with investments, retirement and estate strategies, life insurance is a fundamental part of a sound ongoing program. Life insurance death benefit replaces the income you would have provided, and can meet many important financial needs:
- It can help pay the mortgage.
- Send your children to college.
- Ensure your dependents are not burdened with debt.
- Your family won’t have to sell assets to pay outstanding debts.
Think it is too late to purchase life insurance? Bell & Hudson has long known the need for life insurance protection for our older citizens. We have located a very reputable insurance carrier who focuses on this area.
- Final expenses
- Outstanding debt payoff
Bell & Hudson offers Term, Universal, and Whole Life insurance policies from a variety of insurance carriers.
Contact Suzanne Shaw at firstname.lastname@example.org or 413-323-9611 for further information or a quote. (Please note that this email is not to be used for securities related communication.)
What You can expect at the first meeting…
Concept Review- A thorough introduction to our methodology and process.
Fact Finding- Comprehensive fact gathering session to accurately assess your current financial health.
Case Study- Seeing areas of strength and weakness in your current situation and offering appropriate corrective solutions.
Strategic Sessions- Face to face approach using long term, time proven investment strategies tailored to your needs and goals.
Possible Solutions- Uncovering new wealth management techniques using insurance, asset allocation1, diversification, investments, and legal trusts2.
A Complete Range of Services to Meet Your Requirements
- Retirement Funding Strategies
- Investment Services
- Asset Allocation Design
- Wealth Stratagies
Our Services are Complemented by a Group of Diversified Products
- Mutual Funds
- Variable & Fixed Annuities
- Fee-based Managed Accounts
- Life Insurance
- Private Client Services
- 529 College Savings Plan
- Pension Plans
- Business Qualified Retirement Plans
- 403(B) Retirement Accounts
- Rollovers ( job change/401K plan rollovers)
- Roth & Traditional IRA’s
1 While diversification through an asset allocation strategy is a useful technique that can help to manage overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform one that is not diversified.
2Neither Tower Square Securities nor its registered representatives offer tax or legal advice. Please consult with your attorney or accountant before finalizing or implementing any tax or legal strategy.
The aforementioned is a product and service listing and is not intended to be an offer for the sale of securities. Securities products are offered by prospectus.
Securities and Investment Advisory Services offered through representatives of Tower Square Securities, Inc., a securities broker/dealer (Member FINRA/SIPC) and a Registered Investment Advisor. Bell & Hudson Insurance Agency not affiliated with Tower Square Securities, Inc. David Anton is a registered representative of Tower Square Securities, Inc. Registered Branch Office: 19 North Main St., Belchertown, MA 01007 (413)323-9611.
Link to Tower Square Securities www.towersquare.com
Link to Securities Investor Protection Corporation www.sipc.org
Link to Financial Industry Regulatory Authority www.finra.org
You may contact David at email@example.com
Approval #L1112292428 12/13 (MA)