Page 5 - Marshall Financial
P. 5

Wealth and income protection



















                                                                               Disability                                    Long-term Care
                               Life                                                                                                                                                         Annuity

                                                                                 Income                                              Planning












                     Survivor Income                                 Income Protection                                         Protect against the                                 Wealth Accumulation



                Wealth Accumulation                                    • Individual / Group                                      financial impact                                  Longevity Protection
                                                                       • Medical Occupation                                       of needing care
                     Wealth Transfer                                                                                                                                                        Retirement
                                                                          Definition
                                                                                                                                                                                          Fixed Income
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