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It’s the scariest time of year. Halloween is here again. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. This may be the season for ghouls and goblins, but there could also be terror lurking in your retirement strategy.
More than 50% of Americans say their number-one financial concern is not having enough money for retirement.1 It’s a valid concern. Retirement is a substantial financial need. It can be challenging to accumulate enough money to fund a long, stable retirement.
According to a recent survey from Policygenius, only 32% of Americans own life insurance.1 Life insurance provides financial protection, especially for those with children or other dependents. Life insurance provides a tax-free lump sum benefit that can be used to cover a wide range of expenses and financial challenges.
Life insurance is a valuable tool for many Americans, but it can be important for small business owners. In many small businesses, the owner wears multiple hats. You may be the CEO, but also a salesperson, a manager, a bookkeeper, and much more. If the owner passes away, the business could suffer a major loss, both financially and operationally.