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Risk Management Solutions

Life insurance assets are important financial instruments that should be monitored on an ongoing basis. We team with our clients to ensure their life insurance portfolio is meeting their current needs and financial goals. This helps clients:

  • Gain insight into their current life insurance coverage as well as their actual life insurance needs.
  • Provide financial support to their family or loved ones when they are no longer there to care for them.
  • Preserve their wealth
  • Create a legacy
  • Build supplemental retirement savings
  • Provide liquidity needs at death

"The comprehensive life insurance review process we go through with our clients has proven to be very beneficial, whether it is developing a strategy to better protect their loved ones or uncovering eligibility for more coverage for the same premium." says Matt

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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Check the background of this financial professional on FINRA's BrokerCheck.