Why Investment Management?
Secure your family's financial future and forever have peace of mind
Personalized Portfolio
We create a tailored investment portfolio that aligns with your risk tolerance, time horizon, and objectives.
Asset Growth
Our strategic investment management services are focused on growing your assets to meet your financial goals.
Risk Mitigation
We carefully analyze and manage risks, protecting your investments from market volatility and other financial threats.
6151 Lake Osprey Drive, Suite 300
Sarasota, FL 34240
FREQUENTLY ASKED
Get the answers to your questions!
How does life insurance work?
Life insurance works by providing a financial payout, known as the death benefit, to designated beneficiaries upon the death of the insured. Premiums are paid by the policyholder in exchange for the coverage, and the death benefit can be used to provide financial protection, income replacement, or legacy planning for loved ones. Different types of life insurance, such as term life, whole life, indexed universal life, and final expense, have their own features and benefits, and it's important to understand how each policy works and consult with a knowledgeable financial professional like Jacob at unLocked Financial Solutions to determine the best fit for your needs.
Which life insurance policy is best?
The best life insurance policy depends on individual needs and financial goals, as term life insurance offers affordable temporary coverage, whole life insurance provides lifelong protection with a cash value component, indexed universal life (IUL) offers flexibility and potential for cash value growth tied to market performance, and final expense insurance caters specifically to covering end-of-life expenses. It's important to work with a qualified financial professional, such as Jacob at unLocked Financial Solutions, to determine the most suitable life insurance policy for your unique circumstances.
How do I get a quote for life insurance?
To get a quote for life insurance, you can contact a reputable insurance agent or financial advisor like John at Objective Advisory, who can provide you with information on different types of life insurance policies, coverage amounts, and premium costs based on your age, health, and other relevant factors. You may need to provide some personal and health information to get an accurate quote, and it's important to compare quotes from different insurers to ensure you are getting the best coverage and rates for your individual needs.