Call 267-667-3075
Did you know? Life insurance is more than just a death benefit. It can be used to fund a tax-free retirement plan, start a business, pay for your children's college education (no student loan debt), protect your family's financial condition if you become sick or disabled, and much, much more.
Insurance 101
Living Benefits
Did you know? Life insurance can provide your loved​ ones with peace of mind not only at the time of your passing but also while you are still living? Ask me how life insurance can cover all phases of your life -- from the birth of your children and grandchildren to your golden years as well as meeting the needs of your final expenses so your loved ones don't have to carry that burden.
Retirement Planning
401k, 403b/457(b), Roth IRA, Profit-Sharing, CODA Plans, Deferred Compensation, Taxation Penalties. These are all terms you need to know when planning for retirement. The most important fact you need to know is this: Will you have enough at retirement to cover all your expenses for 10, 20, or 30+ years? You might be surprised how much you will need to continue to live in comfort during your golden years.
Disability Insurance
Disability insurance is one of the most important types of insurance needed and unfortunately the least likely to be purchased. What income would you and your loved ones depend on if you should become disabled for six months or more? More bankruptcies are filed due to one or more household earners experiencing a disability that prevents them from working and earning a living to provide for their families.
PA Insurance License No. 438448
Chery​l L. Dunaway
Two Bala Plaza
Suite 300
Bala Cynwyd, PA 19004
Phone: (267) 667-3075
E-mail: cheryl@icfinancialservice.com
H​ours of Operation:
Mon-Fri: 9:00am - 5:30pm
Sat: 9:00am - 1:00 pm
Sun: Closed
Call or text to schedule a no-obligation review