Life Insurance – A Wise Investment
Not Just For Retirement
Have you thought about how your family would survive financially without you? One of the main benefits of life insurance is the ability to protect your income and retirement savings. Without it, you can deplete assets like savings, investment or retirement accounts, or even worse, having to sell a house to make ends meet.
Additional Diversification
When considering your investment portfolio, cash value life insurance can and should play a role in your diversification. When you have a policy with value, it should be considered as an asset along with the rest of your investment accounts.

Insurance – Important Part of Plan
The perception of life insurance as part of an investment plan is that it may not valuable to the person carrying the policy before death. However, life insurance as part of your early retirement plan is a wise decision that can have many tangible benefits.
Financial Benefits of Life Insurance
Beyond the peace of mind and financial protection for your family in the event of your death, the right life insurance policy can offer additional advantages to your comprehensive retirement portfolio in the form of income, asset protection, and tax relief.
Protect Income & Savings
The right life insurance product can make sure everything you’ve worked hard for remains in your loved ones’ care. It will allow your family to maintain the same standard of living. It can also help replace assets like retirement accounts; money that you would have saved that your family was counting on for their retirement.
Tax Advantages
Our experienced advisors can share different long-term life insurance policies that can offer tax-free cash flow, tax-free growth, and a tax-free death benefit.
Current tax laws allow greater flexibility with funds that can be used for retirement income – life insurance included. This can prove especially beneficial as a hedge against ever-changing and rising taxes.
Additional Diversification
When considering your investment portfolio, cash value life insurance can and should play a role in your diversification. When you have a policy with value, it should be considered as an asset along with the rest of your investment accounts.
Financial Assessment
Once we get to know you and do our initial assessment, we can provide different customized options that fit your desired retirement scenario. Those choices may include a mixture of life, disability, and long-term care insurance, all of which act as security and protection in a world that offers few guarantees.
Less Worry
At Sunrise Financial Group, our advisors have in-depth training and truly care about your future. If you want to know how to retire early and protect your family and assets throughout life, we can find the right products for your goals.
There is no greater reward for our team than knowing we are helping you go about your days with less financial worry and a solid retirement plan. Contact us now for your free, no-obligation financial consultation. We look forward to meeting you.