Insurance can be an important component of your overall financial strategy. While its primary purpose is often protection, insurance coverage can offer additional benefits:
As you seek to build financial security for yourself and your family, you may want to consider the following options:
A Legend Group financial professional with insurance knowledge can work with you to assess yourinsurance needs as part of your investment plan.
Disclosure:Guarantees are subject to the claims-paying ability of the issuing insurance company.Lincoln Investment and its affiliates do not provide estate planning or tax information or advice.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.