Life & Finances

PERsonal

Life & Financial Planning

Knowing how to handle and deal with your money is an important skill to possess. We want to be able to teach you how to invest your money and make it work for you. We can ensure that you feel secure in your investments and IRA’s and annuities. We want you to have enough money when you are ready to retire. Our insurance agents will work with you and take a look at your accounts to help you manage your finances. We can walk you through the following kinds of investments.


Life Insurance


Life insurance is a great investment. There are certain life insurance plans that are required to grow at least 3% each year. You will be able to withdraw from these insurance plans at a certain point in your life. These plans are a stable investment plan.


IRAs


IRAs give you the ability to save your money on a tax-deferred basis. They could also allow you to grow your funds tax-free. Each type of IRA has different advantages.


Annuities


Annuities help your family by steadily growing your money. When it is time for you to withdraw your funds, you will be sent monthly payments according to your annuity plan.

Our agents will work with you to set up a financial plan that you understand and will improve your finances. We are prepared to answer any questions you may have about your finances. Nickerson Insurance Services, Inc. wants you to always feel secure in your future. Give us a call to set up an appointment with one of our insurance agents.

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