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Mortgage Protection

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Mortgage Protection

4 Reasons to Include Mortgage Insurance in Your Retirement Plan

Leaving behind — or being left with — a hefty mortgage is a common concern for many homeowners approaching or already enjoying retirement. Fortunately, there’s a way to protect you and your loved ones. Here are four reasons to include a mortgage protection plan in your retirement strategy:

1. Death benefits.

Death benefits are the primary advantage of mortgage insurance. In the event of an untimely death, these payments can help to keep your mortgage on track.

2. Illness or disability benefits.

Illness and disability can also affect your ability to pay your mortgage on time. Many providers allow you to design your policy to include payments in the event of either sickness or injury.

3. Peace of mind.

With mortgage insurance, you can rest assured knowing you and your family can remain at home no matter what — and that makes for a better retirement.

4. Premium reimbursement.

Some mortgage protection insurance policies may also include a return-of-premium feature if the policy is not used. That means you could get your money back at the end of a policy term.

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and Madison Avenue Securities, LLC ("MAS"), a Registered Investment Adviser. MAS and PFS Wealth Management are not affiliated companies. Insurance products are offered through the insurance business PFS Wealth Management Group and are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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