Life Insurance

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Taking a 401(k) or other savings account one step further, life insurance products will help to accumulate cash value to your retirement fund. There are a few different types of life insurance, including whole life, universal life, and variable life. All of these types work in different ways for the same goal: to provide financial security to you and your loved ones. Some types of life insurance, such as cash value life insurance, even help with tax efficiency.

If you would like us to review your current retirement plan or have questions regarding life insurance or how we can assist with building a retirement plan for you, contact us at (424) 224-9887 to schedule a complimentary financial review.

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Financial mistakes near retirement are much more costly than when you are younger. Here at M&T Financial Group, we focus on helping pre-retirees minimize their financial mistakes. We are here to prepare for your best years alongside you. Additionally, we offer post-retiree financial planning because your future deserves to be secure. A second opinion from us is only a call away.

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The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.