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  • Mark Dierolf

Social Security planning for families

Do you have a plan to replace lost Social Security income from a loved-one?

Social Security is seldom enough to live on, but the loss of your partner may cost you half of your household income.

A reduced Social Security benefit may be offered to a surviving partner, but a life insurance benefit is better to fund an income annuity, which may replace the lost entirely.

Life insurance is a bargain because the benefit is high, but the premiums are low, often pennies buy dollars of a benefit.

Income annuities are also a bargain because they offer you more than you paid-in for income.

Income replacement planning, and a review of existing products are retirement and insurance services offered by Mark Dierolf @ (831) 753-0507.


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