Post on 07-Mar-2016
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DESCRIPTIONReferral brochure for New York Life client
Peace of mind is a good thing.
When it comes to insurance protection, everyones needs are different. Yet no matter where you are in life, you need an affordable way to protect your financial security.
As a small business owner, you should should protect the financial
future of your company as well as your
heirs. Many small business owners have
their entire life savings invested in their
company. Their passing would essentially
bankrupt both their families and their
business. In this case, everything they've
worked for could be lost if they don't
adequately protect their company with a
good insurance policy.
Business oriented life insurance can be
designed with multiple goals based on
the size of the company, the person to be
insured, and the needs of those left behind
should a business owner die suddenly. The
business owner is an irreplaceable person,
so when he or she dies, the company itself
can fall apart, leaving the employees and
heirs to lose all of their assets. But with
life insurance specifically designed for
business owners, the company can be
properly disbanded, sold, or funds can be
used to open a new one.
All business professionals know how important it is to preserve
your wealth, whether you plan to leave
it to family members, to charity, or to
other beneficiaries. And life insurance
is a trustwothy, cost-effective way to
achieve that goal.
Life insurance can offer you protection
for your wealth and assets, once you are
no longer able to offer that protection
yourself. Be it your childrens college
education, your spouses ability to
manage your estate or retaining stock
values for your investments, dont let
your absence unravel everything for
which you have worked so hard.
With so many things to consider before & after retirement, it can be hard to know where to begin. Many questions arise for people coming
to the end of their working life. After years in the workforce, it is natural
for people entering retirement to begin making changes to ensure financial
security now that income will be fixed. Expenses which were once considered
necessary may now be uncalled for, like a second car. Narrowing down the list
of bills requires tough decisions, especially when it comes
to life insurance.
Perhaps youd like to provide for your family
beyond any inheritance they might have or
avoid estate taxes. Maybe you have a
charitable cause youd like to
leave a sizable to nation to.
Either way, a life insurance
policy is a great way to
contribute to the future of
others as part of your legacy.
You are so important to your children, to your spouse, to a business you own or one where you are partner. You have worked hard to build a strong and
successful future - all part of the legacy youre building for them every day. Providing
financial protection in the form of funds to replace your income, safeguard the family
business or to provide educational funds for your children in the event of your death
should be part of that legacy.
What you need is friendly, personal advise from someone you can trust. I take pride in
helping people protect and realize their dreams.
The first step to learning about life insurance, is understanding its necessity and importance. Life insurance is essential for a number of different reasons. It is a financial instrument that allows you to protect your family and loved ones when youre gone. Also a tool to finance your objectives from education to retirement while you are alive.
Take a moment to talk to your loved ones and then to me about your life insurance needs. I can ensure you have the coverage you need and the protection your family or business deserves.
Shirley Sheffield Registered Agent and Financial
New York Life Insurance6200 Bridgepoint Parkway
Suite 300Austin, TX 78730
C 512.629.5473F 512.329.4258B 512.610.3170