Insurance is one of the most overlooked aspects of Wealth Management. Regardless of the products and services you have in place, not being insured can pose a significant threat to your wealth. To protect your finances, you may need one or more of the following types of insurance:
- Term life
- Whole life
- Universal life
- Variable life
- Annuities (fixed & variable)
- Long-term care insurance
- Business succession insurance (for small businesses and the self-employed)
Most insurance plans are remarkably affordable compared to the financial loss they prevent. If you do not have one of the insurance plans above, contact one of our Infinex Investments, Inc. financial advisors at (305) 631-6410 to learn how these plans can protect you and your loved ones from financial hardship.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA www.finra.org and SIPC www.sipc.org. CNB Wealth Management is a trade name of Continental National Bank. Infinex and Continental National Bank are not affiliated. Products and services made available through Infinex Investments, Inc. are not insured by the FDIC or any other agency of the United States, and are not deposits or obligations, nor are they guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.