Finding the Right Life Insurance Plan

For young families and those in a later life stage, Citadel can evaluate your life insurance and long-term care needs.

Life & LTC Insurance

There are many options when it comes to life insurance and long-term care. We’ll help you determine what’s right for your family.

What It Is

When it comes to finding cost-efficient life insurance coverage, Citadel can help. Our Investment Advisors will evaluate your family’s protection needs and help you determine the best plan. We work with everyone from young families looking for a mortgage to those in a later life stage looking to set up wealth transfer strategies.

What You'll Get

Analysis

You’ll sit down with our experts who will analyze your financial plan and go over the various options for coverage.

analysis

Recommendation

We’ll help you determine if a term life or permanent life insurance plan makes sense for your family. We’ll also consider long-term care options to help you protect your assets and plan for your future, including living in retirement.

Long-Term Care

Long-term care is extremely important when it comes to planning your retirement. It’s designed to cover long-term services, including your personal custodial care. With a long-term care plan, policyholders are reimbursed for assistance services, such as help with eating or bathing.

Disclosures

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

Best For...
Planning Your Financial Future
Transitioning into Retirement
Protecting Your Assets