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Individual and Group Life Insurance
No one likes to contemplate death, but it is a certainty. And, most people haven't adequately considered what will happen when they're gone. Will your family be able to continue its current lifestyle? Can your business stay afloat without an infusion of cash? What happens when estate taxes are due? Even if you've planned well for all of these, you may want to benefit your favorite charity.
Life insurance is the ideal way to obtain funds where they are needed at the moment they are needed. The death benefit is income-tax free, and it passes to the named beneficiary without going through probate. For permanent plans, the cash value grows tax-deferred.
Group plans offered by employers help to attract and retain valuable employees. Individual plans can be tailored to your specific circumstances.
Types of Life Insurance
Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial LLC are not affiliated. Licensed for insurance sales in CA, OR and WA. Licensed for securities sales in OR. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available.