As life changes, so do your insurance needs. As an independent agent, I am NOT captive to any one particular investment or insurance company. As a result, I can offer you several quotes from different companies. This helps me to provide you with affordable insurance that is a good “fit” for YOU.
Here are just a few examples that can cause an insurance (protection) need:
Birth of a new child
Significant Wealth Accumulation
Estate Planning (to avoid out-of-pocket estate taxes for your heirs)
A Business you want to protect
Purchase of a new home
Income you would like to insure in case of Disability
At Robert L. Tackabury, CPA PLLC, I offer the following insurance:
Life Insurance - I carry everything from term insurance to “permanent” life insurance coverage. Your life insurance need depends on many factors and we fit the type of insurance coverage with that need.
Long-Term Care Insurance - This is for people who have significant assets that need protection in the event of a terminal or long-term health care need. Long-Term Care Insurance is designed to cover costs for Nursing Homes, Assisted Living Facilities, AND Home Health Care. Unlike most agents, I am certified to sell the NY State Partnership Program Long-Term Care policies! In many cases partnership policies make insuring yourself against long-term care affordable and offer asset protection to protect your estate!
Long-Term Disability Insurance - Long-Term Disability is basically insurance that protects your income stream in the event of a disability that keeps you out of work for an extended period of time. For most people, your ability to earn income is your greatest asset. Long-Term Disability helps to protect this very important asset.
More than just your tax preparer!
2556 Rt. 12B Hamilton, NY 13346 Phone: 315-825-0255
Bob Tackabury is owner of Robert L. Tackabury, CPA 2556 Rt. 12B, Hamilton, NY 315-825-0255 and is an Investment Registered Representative. Securities offered through IBN Financial Services, Inc., 8035 Oswego Rd., Liverpool, NY 13089. 315-652-4426.
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