Phone: 301-377-9407

Insurance investments for financial security with Arthur Stein LLC

Securing your future with the right insurance assets

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like paying for college or retiring comfortably.
Contact Arthur Stein Financial, LLC today at 301-377-9407 or to learn more about adding life, long-term care or disability insurance to your financial plan. ASF has access to a variety of insurance products from different companies that can help meet your financial planning needs.
  • Long-term care
  • Disability
  • Life
Long-term Care and Disability Insurance
Income is important for both current financial obligations (e.g.. grocery bills and mortgage payments) and for future financial security (e.g. planning for your children’s education or for retirement). Just think what might happen if you suddenly lost your income because of a a long-term illness or disability. Long-term care and disability insurance help replace your income or protect your investments.
We can help you choose the long-term care and disability insurance products that:
  • Help maintain financial independence, lifestyle and long-term security in the event your income is impacted by disability
  • Assist with the fixed expenses of a business if you become disabled
  • Support the buy-out of a partner’s share of a business if that partner becomes disabled
  • Reimburse the costs of long-term care.
Contact us today to find out how.
Life Insurance
In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.
The advantages of life insurance include:
  • An instant estate for your loved ones at a time when funds are most needed
  • Death benefits that are almost always non-taxable for named beneficiaries
  • Avoid probate costs if you name a beneficiary other than your estate
  • Potentially offer your loved ones creditor protection through some life insurance plans
  • Build tax-advantaged capital for retirement purposes or provide liquid savings through some permanent life insurance plans
Life insurance can play a vital role in your financial security plan - contact us today to find out how.

Arthur Stein Financial, LLC ("ASF") is a registered investment advisor ("RIA"), located in the State of Maryland. ASF provides investment advisory and related services for clients nationally. ASF will maintain all applicable registration and licenses as required by the various states in which ASF conducts business, as applicable. ASF renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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