But even for affluent families, an unexpected healthcare event can take a major financial toll and diminish the retirement and legacy you envisioned.
Protect both your retirement assets and your current lifestyle by building future healthcare costs into your plan. A Truist advisor can help you estimate how much to set aside for out-of-pocket healthcare expenses. And we can help you plan for possible extended care costs as well.
What does lifestyle mean to you? Travel? Philanthropy? Family time?
We’ll get to know the meaning and importance of your particular lifestyle. Then we’ll build it into your risk management plan. This will help ensure that your most vital interests have the protection they deserve.
Is there a clear division between your personal and business assets?
For example, do you run your business out of your home, or from a separate property?
Talk to us about everything you need to plan for. We cover business continuity and succession, including executive compensation, key person and buy/sell insurance, estate equalization, employee stock ownership plans, healthcare plans, and more.
We’ll connect you with a Truist Life Insurance Services, or McGriff Insurance Services partner to help ensure you get the full range of coverage you need.
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