Accummulation Planning
In the Accumulation Phase, the objective is to build assets that will ultimately replace your earned income at retirement. The risk during this stage involves the premature loss of earnings due to disability or death.
Before we recommend any product or services, our agents will meet with you to get a clear understanding of a your circumstances and financial objectives. This process will analyze all of your insurance and investment portfolios, which will allow us to identify any planning gaps that may exist.
Risk Management Solutions?
These Solutions may come from a variety of sources, including:
· Term Insurance Products
· Universal Life Products
· Whole Life Products
· Disability Income Insurance Products
Investment Solutions?
Solutions may come from a variety of sources, including:
· Mutual Funds
· Managed Account Programs
· Deferred Annuity Products
· Securities Accounts
How to Get Started?
Get started today by contacting a Capistrano Insurance & Financial Services agent to set up your personal financial review appointment.
Contact Us, for further information.
