Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!


No Coverage
Failing to secure life insurance leaves loved ones financially vulnerable in case of untimely death.


Underinsurance
Insufficient coverage means your family may struggle to meet financial obligations after you're gone.


Over Insurance
Paying for excessive coverage can drain resources, leaving less money for other essential retirement needs.


Wrong Beneficiary
Naming the wrong beneficiary could result in delays or disputes, jeopardizing your family's financial security.


Ignoring Inflation
Not adjusting for inflation means your policy's value may diminish over time, eroding your family's protection.


Policy Reviews
Failure to regularly review your policy can lead to gaps in coverage or outdated beneficiary information.


Group Insurance
Depending solely on employer-provided life insurance might leave you underinsured or without coverage after retirement.


Wrong Insurance
Selecting the wrong type of policy (term vs. whole life) can result in unnecessary costs or inadequate coverage.


Life Changes
Failing to update your policy after major life events (marriage, divorce, children) can leave gaps in coverage.

CONTACT US

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

CONTACT US


Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066


855-865-6250


www.unlockyourretirement.com


info@unlockyourretirement.com



Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.