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| FINANCIAL AND ESTATE PLANNING |
Incorporated in 1990, as a Florida insurance agency, Waterford Financial specializes in all forms of Life and Disability insurance plus has a complete portfolio of Annuity products available for its clients. Click here to see a representative list of companies we represent.. Whether your need is to provide an immediate estate for your family, or preserve your estate from unnecessary estate taxes and probate expenses, we can help. We deal with dozens of companies ranging from Aetna to Zurich. Our trained representatives have both securities and insurance licenses and are trained to help you find the policies that will pay when you need them. We will see that when you step out - money will step in. Your life and disability insurance should be an intricate piece of the financial planning process. Life and disability insurance can provide guaranteed dollars to your family when they need them most. Look at yourself as a money making machine. If you had such a machine which you depended on to produce money to pay your bills, feed your family and provide shelter, wouldn't you insure that machine? Call us now and let one of our insurance professionals show you some alternatives available to you. You are that machine. Don't underinsure it. Ask yourself a few questions and write down your answers, then call us and allow us to work with you to set up the insurance program that could be best for you. How much life insurance do you need? How much do you already have? What mathematical formula did you use to come up with your answer? Did you allow for Social Security? Which is better for you, Term Insurance, Whole Life, Universal Life, Interest Sensitive Whole Life, Variable Universal Life, or maybe an annuity?** (Should it be a fixed or Variable Annuity?) Is your need for insurance a permanent one or a temporary one. Normally it doesn't pay to buy temporary insurance for a permanent need and vice versa. Maybe you need permanent insurance but want a temporary premium. How about a single premium policy? We can help you find the product that is best for you. If you could not go to work tomorrow how much would you need in monthly income to maintain your family's lifestyle? Is that figure before or after taxes? Is maintaining your family's lifestyle important to you? If you are retirement age your biggest worry may be outliving your assets. Therefore our specialists in Medicare supplements and long term care insurance may be your biggest asset toward preserving your wealth. We carry, what we feel are, the best Medicare supplements and long term care programs on the market today. Don't let the potential of catastrophic illness erode your estate or reduce your lifestyle. There are a lot of personal questions that should be asked pertaining to your insurance program. An independent agent, which all of our reps are, may be the most qualified to bring to you the best programs available on the market today. Able to shop with many companies our agents can find the policies that will most fit your needs. |
| Call your WATERFORD representative
today. Or call our home office at 1-800-886-0101. We'll see that you get the service you desire and deserve. |
| **Variable Universal Life Insurance and Variable annuities
are considered Securities. They allow you to strive for higher returns than
fixed products. They can do this because you assume more of the investment
risk. The possibility of higher returns to the policyholder is made possible by
his assumption of more risk. With the possibility of higher returns comes the possibility of loss. Remember, past performance is no guarantee of future results. Don't invest based solely on returns. Variable products can only be sold by prospectus. Call now for an opportunity to talk to a WATERFORD representative to see if a variable insurance or annuity product is right for you. Before investing read the prospectus carefully as it details all expenses and risks. |
Securities Offered Through: Waterford Investor Services, Inc. member: S.I.P.C.& FINRA Home office: 1201 S. Highland Ave. Suite # 2 Clearwater, Fl. 33756 |
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Waterford Financial, Inc. 1201 S. Highland Ave #2 Clearwater, Fl. 33756 Phone: 727-441-1616 1-800-886-0101 Fax: 727-461-3610 Web Hosting
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