Serving you and your family – both now and into the future
Life insurance can do much more than cover the basics after you die. The right policies—and knowing how to use them—can help you grow your money, support your retirement, help fund end-of-life care, and finance the future for your beneficiaries.
At E.A. Buck, we can help you choose and implement the right policies to help you achieve all that and more.
Serving you and your family – both now and into the future
Life insurance can do much more than cover the basics after you die. The right policies—and knowing how to use them—can help you grow your money, support your retirement, help fund end-of-life care, and finance the future for your beneficiaries.
At E.A. Buck, we can help you choose and implement the right policies to help you achieve all that and more.
We're here to help with:
Reviewing your current life insurance coverage
Selecting the right policies for your goals
Potentially positioning life insurance for tax-efficient income
Guidance on how life insurance can help you grow your money
Structuring life insurance to support your financial goals
We're here to help with:
Reviewing your current life insurance coverage
Selecting the right policies for your goals
Potentially positioning life insurance for tax-efficient income
Guidance on how life insurance can help you grow your money
Structuring life insurance to support your financial goals
We're here to help with:
Reviewing your current life insurance coverage
Selecting the right policies for your goals
Potentially positioning life insurance for tax-efficient income
Guidance on how life insurance can help you grow your money
Structuring life insurance to support your financial goals
Your current life insurance policies and retirement plans should go hand in hand if you want them to help you address things like maximizing your savings, helping to fund long-term care and end-of-life costs, and providing for your loved ones. Life insurance can help support all of these goals if you work with the right financial professional to implement them.
You’ve purchased the policy and pay your premiums so your beneficiaries will have support when they need it. That’s a great—but there’s so much more your life insurance can do. If you want to use your life insurance as a means to also help save for retirement or contribute to your estate plans, understanding tax-efficient strategies to do that is crucial.
At E.A. Buck, we can help you determine if life insurance may be a good fit within your retirement plan. We work with each client on a uniquely personal basis, and consider how you save, how you spend, and what you want your retirement to look like. Not to mention, what you want the financial future of your loved ones to look like too.
Your current life insurance policies and retirement plans should go hand in hand if you want them to help you address things like maximizing your savings, helping to fund long-term care and end-of-life costs, and providing for your loved ones. Life insurance can help support all of these goals if you work with the right financial professional to implement them.
You’ve purchased the policy and pay your premiums so your beneficiaries will have support when they need it. That’s a great—but there’s so much more your life insurance can do. If you want to use your life insurance as a means to also help save for retirement or contribute to your estate plans, understanding tax-efficient strategies to do that is crucial.
At E.A. Buck, we can help you determine if life insurance may be a good fit within your retirement plan. We work with each client on a uniquely personal basis, and consider how you save, how you spend, and what you want your retirement to look like. Not to mention, what you want the financial future of your loved ones to look like too.
Your Next Steps
We made it easy for you. Contact us today to hear more about our services and how we can help you.
By submitting your contact information, you consent to being contacted by E.A. Buck Financial Services. Our firm is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. E.A. Buck Financial Services is not affiliated with the US government or any governmental agency. Life Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products are subject to fees, surrender charges and holding periods which vary by insurance company. Policy loans and withdrawals will reduce available cash values and death benefits and may cause the policy to lapse or affect any guarantees against lapse. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. Tax laws are subject to change. You should consult a tax professional. Life insurance riders for health care or other purposes may be available for an additional annual premium; riders may not be available in all states. Life insurance policies are subject to medical underwriting, and in some cases, financial underwriting. E.A Buck Financial Services and it's associates cannot offer tax or legal advice. Please consult with the appropriate professional for any tax or legal guidance. 1159250 12/21