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LIFE
INSURANCE

LIFE INSURANCE IS THE #1 WAY TO AVOID TAXES AND PUT MORE $ IN YOUR POCKET.

WHY GET LIFE INSURANCE?

Secure your family's financial future and forever have peace of mind 

Peace of Mind

Life insurance gives you the ultimate peace of mind, knowing your loved ones will be financially secure in the event of your passing, allowing you to enjoy life with confidence.

Tax Advantages

If you put money into a 401k or IRA you will either get taxed on the front end or the back end. With life insurance, you completely avoid those taxes!

Income Replacement

If your family relies on your income to maintain their standard of living, life insurance can serve as a source of income replacement. 

IUL

Indexed Universal Life insurance is a unique type of permanent life insurance that offers a 0% floor to avoid market downturns and capture all upside. An IUL is a flexible investment tool that provides both protection and investment growth.

TERM LIFE INSURANCE

Term life insurance is a cost-effective way to provide financial protection for your loved ones for a specific period of time, paying out a tax free death benefit.

WHOLE LIFE INSURANCE

Whole life insurance is a type of permanent life insurance that not only provides lifelong coverage but also has a cash value component that grows over time and is used as an investment or savings tool, offering both protection and potential for accumulation of cash value.

PLAN FOR YOUR FINANCIAL FUTURE

Schedule a free consultation with us today to see how we can help you with your tomorrow!

REQUEST MORE INFORMATION

(877) 354-1780

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.

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