Alex Lima, CLTC on LinkedIn: Getting Married Congratulations! (2024)

Is paying off your student loans getting in the way of other important financial goals? Check out this video and let me know if you’d like to hear about some smart, flexible ways to take control of your financial future. https://lnkd.in/eyhdMuit

Want to learn why a long-term care solution should be a part of your financial strategy? Click here to read this article. https://bit.ly/3wVMJlJ

1

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see how easy it can be to protect their lifestyle and future. If you have any questions or need a personal quote, I’m here to help.

Need life insurance that fits your monthly budget? In many cases, you can get a dependable term policy for less than the cost of a gym membership. Contact me today and let’s work it out together.

While we all prefer to think that we will never be faced with disabilities, they are quite common, and when they hit, they can have a significant impact on your life, family, and future. Don't wait until it's too late. Learn how you can protect your financial future today. #DisabilityInsuranceAwarenessMonth

1

Not sure you can afford to give your family the financial protection they need? Reach out today and let me share with you some term life insurance rates that should get your heart pumping.

Benefits and pitfalls of buy-sell agreements every advisor should know Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circ*mstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses. https://bit.ly/3Kn7Hgp

On average, Americans appear to be managing their credit scores well, according to data from Equifax. Here's how it breaks down by age.

Here are five simple ways to 'do this, not that' when trying to find out from a nonprofit what kind of impact your donations are having.