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Financial

Estate Services

Protect your loved ones and your financial goals.
Contact An Agent

Why should you prepare your estate?

Preparing your estate can be an efficient way to distribute your assets with minimal loss and delay.
  Avoid unnecessary reduction of your estate.
Provide financial security for your heirs.
Information is provided at no additional cost through your Indiana Farm Bureau membership.

Wealth Transfer Strategy

Have you accumulated sufficient assets to consider a family legacy?
Do you want to maintain control of assets during your lifetime?
Do you have a specific purpose for your legacy, such as college expenses for your grandchildren?
If you can answer “yes” to any of these questions, a wealth transfer strategy may be for you.

Business Continuation Planning

Take steps to make sure that your family is provided for and your business is protected when making the transition to the next generation.
Make sure your business survives.
Ensure your inheritance is distributed fairly to your family members

Long-Term Care Needs

You hope that you’ll never need extended or long-term care, but having coverage in place can:
Preserve your independence.
Provide options for health care challenges and costs.
Protect your family’s assets and lifestyle.
Additional deposits are accepted and must be at least $50.

Secure Your Wealth

Ensure a prosperous legacy with our expert estate planning agents. Contact us today to safeguard your wealth and secure your family's financial future.
Insurance is built on Relationships, Experience, Trust and Communication.
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