Insurance Planning<\/span><\/strong><\/h1>\nNo matter what stage of life you\u2019re in, insurance is an important product to have in place. Sarasota Wealth Advisory offers insurance planning and services that can help your needs.<\/strong><\/p>\nAny comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing company; not guaranteed by any bank or the FDIC.<\/small><\/em><\/strong><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t![\"\"](\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/large_insurance.jpg\" "\\"large_insurance\\"")
<\/span>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\n\n\n\n\n\n\n\n\nLife Insurance<\/span><\/strong><\/h1>\n<\/div>\n\nDoes life insurance even make sense in this stage of life? We believe there isn\u2019t a more efficient way to transfer wealth and plan a legacy than with life insurance. It takes pennies on the dollar to add this generally tax-free death benefit to surviving spouses and loved ones.<\/strong><\/p>\n<\/div>\n<\/div>\n\n\n<\/h1>\n<\/h1>\nLong-Term Care Insurance<\/span><\/strong><\/h1>\n<\/div>\n\nLong-term care insurance helps protect you from heavy financial burdens if you or your spouse is unable to perform standard acts of daily living (i.e. walking, using the bathroom unaided, bathing, etc.). The last thing you should have to worry about in a long-term health crisis is the financial cost. We provide comprehensive reviews of your current long-term care insurance and provide options for hybrid products that include both long-term care protection and wealth preservation.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\nInvestment advisory services are offered through Foundations Investment Advisors, LLC (\u201cFoundations\u201d), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.<\/i><\/span><\/p>\nPersonalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to\u00a0<\/i>https:\/\/adviserinfo.sec.gov<\/i><\/a>\u00a0and search by our firm name or by our CRD #175083.<\/i><\/span><\/p>\nForm ADV Part 2A<\/a><\/strong><\/span><\/p>\n
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing company; not guaranteed by any bank or the FDIC.<\/small><\/em><\/strong><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div> Does life insurance even make sense in this stage of life? We believe there isn\u2019t a more efficient way to transfer wealth and plan a legacy than with life insurance. It takes pennies on the dollar to add this generally tax-free death benefit to surviving spouses and loved ones.<\/strong><\/p>\n<\/div>\n<\/div>\n Long-term care insurance helps protect you from heavy financial burdens if you or your spouse is unable to perform standard acts of daily living (i.e. walking, using the bathroom unaided, bathing, etc.). The last thing you should have to worry about in a long-term health crisis is the financial cost. We provide comprehensive reviews of your current long-term care insurance and provide options for hybrid products that include both long-term care protection and wealth preservation.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div> Investment advisory services are offered through Foundations Investment Advisors, LLC (\u201cFoundations\u201d), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.<\/i><\/span><\/p>\n Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to\u00a0<\/i>https:\/\/adviserinfo.sec.gov<\/i><\/a>\u00a0and search by our firm name or by our CRD #175083.<\/i><\/span><\/p>\n Form ADV Part 2A<\/a><\/strong><\/span><\/p>\n<\/span>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>Life Insurance<\/span><\/strong><\/h1>\n<\/div>\n
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Long-Term Care Insurance<\/span><\/strong><\/h1>\n<\/div>\n