Kevin's Quotes Request Online

You can request insurance quotes on line!

Request insurance quotes for insurance products by completing the any of the forms, please click on the "Submit" button. Once we receive your information, we'll get in touch with you to discuss needs and options. If you have any questions about the form or the requested information, please don't hesitate to call.

We take your privacy seriously. Information provided will be kept in the strictest confidence.

Life Insurance The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.

Annuity Annuities provide tax-deferred growth potential like qualified retirement plans, but contributions are not tax-deductible. Annuity contracts can be used very effectively to supplement your employer-provided plans or other retirement vehicles. After completing the form, please click on the "Submit" button. 

401k Information Request By far the most common employer-sponsored retirement plan is the 401k plan. The 401(k) plan is a defined contribution plan that allows individuals to make pre-tax contributions, while the funds contributed plus any earnings accumulate tax deferred.

Disability Insurance  Everyone who works and earns a living probably needs disability insurance. If you suddenly became disabled and were unable to work, could you still meet your financial obligations? Could you get by without having to use savings or borrow from relatives? If not, you'll want to make sure that you have adequate disability insurance coverage that is designed to pay your expenses while you are disabled and cannot work.

Long-Term Care Insurance One of the greatest risks faced by America's elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company, protecting you and your family from potentially devastating expenses.

Education Funding Providing funding for your children's education is one of the greatest gifts you can provide, but coming up with the money in lieu of increasing tuition costs may seem like an impossible dream. With proper planning and by leveraging the available college savings programs, we can help you reach your college funding goals.

Information Request In our experience, we have found that there are several roadblocks — lack of goals, inappropriate investments, and procrastination — that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on your ability to steer clear of these roadblocks.

In the areas that are a concern, please list your specific interest. For example, if you wanted more information on long-term care, write long-term care in risk management text box. After completing the form, please click on the "Submit" button. Once we receive your information, we'll get in touch with you to discuss your specific needs and options. If you have any questions about the form or the requested information, please don't hesitate to call….

We invite you to explore our website www.FinancialDesignsonline.com , and then send me an email to Kevin Shreve or call 607- 257- 4645.

 
 

 

 

 

Sincerely,