Retire with Confidence: How to Structure a Personal Insurance Program

retirement To help retirement planners and their clients address these issues, this white paper presents 13 steps to strengthen wealth protection and reduce expenses when working with an independent insurance advisor on a personal insurance program. In combination, these steps can maximize the value of insurance expenditures and help financially successful people prepare for and thrive in retirement.

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Swingle, Collins & Associates specializes in personal insurance coverage The descriptions of coverages listed on this website are brief and subject to the provisions, limitations, and exclusions that can only be expressed in your policy and related endorsements. For additional information of how Swingle, Collins & Associates can assist in meeting your coverage needs for personal insurance please contact your dedicated risk manager to discuss the benefits and services of personal insurance coverage.

The information contained on this page is provided for informational and educational purposes only. It contains general information on insurance issues and may not reflect the most current developments in insurance coverage and is unlikely to apply in all factual scenarios. The information does not include all the terms, coverages, exclusions, limitations or conditions that may be contained in the actual insurance contract language. The policies themselves must be read for those details. Sample policy forms will be made available upon reasonable request.