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Our Retirement Planning Services include:
Why Choose Us?
- Over 50 years combined insurance industry experience
- Complimentary Comprehensive Needs Assessment
- In-Home, In-Office or Group Presentations to fit your schedule
- We represent a wide range of highly rated Life, Health and Annuity Carriers to meet almost any need.
Associations & Memberships:
- American Senior Benefits Association
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Contact us for a Complimentary Assessment of your Retirement Needs.
Phoenix AZ Life Insurance | Senior Lifestyle Solutions
Final Expense & Estate Planning
When searching for an estate planning resource, you want the absolute best. Depending on your estate itself, formulating an estate plan and providing for final expenses can quickly become an incredibly complex process that requires knowledge and experience to determine the planning strategy best for you.
The process of arranging your financial affairs so that your wealth will be distributed according to your wishes after your death and to avoid undue taxation.
- Intergenerational Wealth Preservation
- Estate Tax Reduction Strategies
- Family & Asset Protection
- Final Expense Protection
Life Insurance is a integral part in the Estate Planning process. When you work with Senior Lifestyle Solutions, a licensed professional will sit down with you to gain an understanding of your needs, goals, and expectations. This will help us put together a policy or policies that serve you well for the long run.
Many people believe that they don't need life insurance, but in reality, life insurance is one of those things that can be a true financial savior when you least expect it. And the earlier you sign up for life insurance, the better your chances are of locking in an affordable rate. We work with so many carriers that we can provide coverage for almost anyone in almost any circumstance.
We utilize all forms of life insurance from single premium plans, level / graded / modified benefit whole life, universal life and term life to ensure your needs are met. We also utilize funeral expense trusts to handle final expense matters and ease the burden on your family when the need arises.
Give Senior Lifestyle Solutions a call today to speak with a licensed professional that cares about you, your family, and your future. Fundraisers to raise money to provide for a loved one's final needs and the needs of their family are unacceptable and avoidable. Give Senior Lifestyle Solutions a call today to speak with a licensed professional that cares about you, your family, and your future.
When you're ready to make comprehensive Phoenix, AZ life insurance a priority, turn to the experts at Senior Lifestyle Solutions for the reliable and knowledgeable advice you can count on. With over 50 years of combined insurance experience, we have the tools necessary to fairly and realistically evaluate your current financial situation, exposing potential vulnerabilities that might place you in a difficult position should the unexpected happen. We believe the insurance business isn't based on simply selling as many products as possible, but on helping to improve the lives of our clients, one senior at a time.
Planning for the future is important at any age, but in your senior years, it becomes even more of an important concern. We have programs and policies available to help you cover the additional costs of assisted living facilities, home health care, or nursing home stays in the event of illness. In addition, we offer Medicare Supplement Programs and Medicare Advantage Plans to help with everyday expenses.
You can't afford to take chances with your Phoenix, AZ life insurance, particularly in your senior years. At Senior Lifestyle Solutions, we're committed to helping people plan for the unexpected in life, providing invaluable peace of mind through affordable, practical policies that keep families protected. Whether you're looking for life insurance, want to establish a funeral trust to help cover your final expenses or are ready to find out how you can lower your out-of-pocket expenses on prescription drugs and health care needs, our services make a difference. Call us today for a comprehensive needs assessment, and see how we can help you start planning for the future!
At Senior Lifestyle Solutions, we are dedicated to providing the highest quality insurance protection at the most affordable price possible. We recognize how important this insurance protection will be to millions of Americans and we take that responsibility very seriously.
Long-term care may represent the last remaining financial risk for which you do not have protection. We welcome the opportunity to earn your trust and show you why we have a great deal to offer in terms of commitment, financial strength, knowledge and experience.