WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
THE CARDINAL GUIDE TO:
Strategizing Life Insurance & Estate Planning
￭ Calculate the amount of money your survivors need to receive quickly after you pass away. Consider purchasing life insurance. If you don’t want to pay ongoing premiums, consider single-premium whole life insurance.
￭ Update all of your beneficiary designations. Beneficiary designations trump the will and go straight to the beneficiary.
￭ You need at least four legal documents prepared by an attorney knowledgeable about elder law: (1) a will, (2) a health-care power of attorney, (3) a financial power of attorney, and (4) a HIPAA release.
￭ Federal estate taxes are no longer relevant for estates under $5.43 million, or $10.86 million for couples. The step up in basis at death for capital gains taxes is the more relevant issue for middle-class taxpayers.
￭ Want more information? A complimentary life insurance quote? Fill out the form below so we can give you some personalized options!
Cardinal Lessons with Hans.
Call (919) 535-8261 today for a FREE quote comparison of more than 30 companies!
Making Medicare (and retirement) Easy
Our site and our agents are here to give you valuable, unbiased information about your Medicare choices. Find out more info about parts, plans, and prescriptions quickly.
Support for Life
We provide lifetime assistance with your insurance policies. We're here to help you sort through the statements, resolve unpaid claims, and search for affordable options that fit your needs. You are not in this alone.
We work for you, not the insurance companies
No more having to find the only guy in town who sells for one insurance agency. At Cardinal, we are licensed in all 50 states and D.C. with clients in every location. We sell for over 30 insurance companies, and can get you the best priced plan for your needs.
Connect with us:
2530 Meridian Parkway, Suite 100
Durham, NC 27713
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409