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Life Insurance Planning

Life Insurance can be the most cost efficient way to help create an instant estate for surviving family members who rely heavily on the income from one or both of the breadwinners to meet their lifestyle needs. As part of financial review, we perform an analysis to help you determine how much life insurance you may need to supplement your employer-provided life insurance benefits to cover your specific needs:

  • Immediate cash needs, such as debt payoff, final expenses, estate settlement costs, funding college expenses
  • Be able to afford the same life style they have come to enjoy
  • The care of elders or family members with special needs

Then, through our relationships with some of the top life insurance carriers, we help you select the appropriate type of life insurance policy for your needs.

For a complimentary Financial Review, contact Merrick Financial Group today at

Schedule An Appointment Here

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