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Insurance & Annuities

 

The benefits of insurance and annuity products offer clients income and portfolio growth tools that compliment pre-retirement and retirement asset management strategies.

Working with Michael J. Lucia & Associates, we will provide you with a detailed insurance analysis outlining potential risks to you, your family and your portfolio. Next we present various strategies to help alleviate these risks. This may be accomplished with insurance/annuity products currently held in your portfolio or with the use of new insurance/annuity vehicles.

 

Insurance Services We Offer

Products:

  • Term Life
  • Permanent Life, Whole Life
  • Variable Life
  • Variable Universal Life
  • Disability Insurance
  • Long Term Care Insurance

 

Annuity Services We Offer

Products:

  • Immediate Annuities
  • Fixed Annuities
  • Variable Annuities
  • Variable Annuities with Guaranteed Lifetime Income
  • Equity Indexed Annuities

 

  • Click here for a complimentary consultation to see how we can help you plan for your financial future.

 

There are risks involved with investing, including possible loss of principle. Investments will fluctuate and may be worth more or less than when originally purchased.

 

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BUSINESS OWNERS

At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors.

HIGH NET WORTH INVESTORS

At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors.