Insurance

Insurance is a critical part of any comprehensive financial plan. Individuals and small business owners alike will benefit by adding insurance policies as a component of their plan.

At Maplestone Wealth Advisors, when collaborating with you, we will find the right insurance plan to suit your needs and fit your goals and objectives.

Life insurance plans for individuals and families are important as an Estate Planning tool. Variable and whole life insurance policies and irrevocable life insurance trusts also offer potential tax advantages.

Buy-sell agreements and Key Man life insurance can benefit both small business owners and their families but can also provide continuity of business with less disruption.

Annuities can also complement investment and financial planning for both families and small businesses.

^{Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.}

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