Prizm Financial Group

909-456-8095

Insurance and Annuities

Risk management should form the cornerstone of any financial strategy.  Preparing for risks is a vital part of your financial well-being, and it’s integral for a solid financial plan.

Why is insurance such a key part of my overall financial plan?

There are few financial topics more important than insurance. No matter how diligently you build your investment and retirement accounts, failure to purchase adequate insurance can put you or your family in a desperate situation, in an instant.

Insurance provides for unexpected events. And if not prepared, those events could wreck your financial security… and the security of those you love.

Working with you, we’ll come up with a plan that answers your concerns:

  1. What types of insurance do you need?
  2. How much insurance do you need?
  3. How can you get necessary coverage at the lowest cost?

Insurance and Annuities

Retirement adds new risk which can have a profound impact on your standard of living: longevity risk. The number one concern of most retirees is: "Will my retirement nest egg last a lifetime?"

Principal protection and guaranteed income that you cannot outlive are features available only through annuities. We'll help you determine if an annuity is the right choice for you.



 
 

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