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Insurance

Insurance is essential for safeguarding your estate and loved ones against unforeseen circumstances. Embracing the motto “Plan for the worst and hope for the best” encapsulates the philosophy that guides the insurance aspect of your planning.

Term Breakdown

A term life insurance policy is the simplest, purest form of life insurance: You pay a premium for a period of time – typically between 10 and 30 years – and if you die during that time a cash benefit is paid to your family (or anyone else you name as your beneficiary).

Whole Life

Whole life insurance lasts for an insured’s lifetime, as opposed to term life insurance, which is for a specific amount of years.

You can also use Whole Life insurance, like Par Whole Life, to get more coverage than you pay for.

Living Benefits

These types of coverages offer for more specific life protections while you are alive and during injuries or illness. This can be specific insurances such as Cancer Protection, Disability, Critical illness and many more.

Universal Life

Universal life (UL) insurance is a type of permanent life insurance that, like other permanent insurance, has a cash value element and offers lifetime coverage as long as you pay your premiums. Unlike whole life insurance, universal life allows you to raise or lower your premiums within certain limits, and it can be cheaper than whole life coverage.

Insurely – Insurance made easy

Why? Because our customers are everything to us. We also believe that great customer service trumps anything, particularly in the industry of insurance because it’s never existed before.

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Feel free to reach out to me for a more in-depth discussion, where we can explore the details and identify the coverages that would be most beneficial for you and your loved ones. There’s no one-size-fits-all solution, so let’s work together to find the coverages that truly meet your specific needs.

Embark on Your Financial Journey:

Start your journey to financial prosperity with Merwin Financial. We invite you to reach out for a personalized consultation and discover how we can collaborate to achieve your financial goals.

Your financial specialist

Brandon Merwin

Life Licensed Qualified Professional.
Financial & Estate Coordinator.
Certified Personal E-file Tax Preparer.

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