Sampers Financial Inc.: Services We Offer - insuranceIntro

By: Sampers Financial  09-12-2011


Of all financial products, insurance remains one of the most important, yet complex.
Whether it is life, disability, long-term care or lifetime settlements, insurance ultimately protects you and your family's future. A premature death, disability, or illness could cost you much of what you worked a lifetime to accumulate and build. To help protect and provide for your family while minimizing your premiums and tax consequences, SFI helps you assess your insurance needs, seeks ways to minimize the risks, and obtains the appropriate coverage. The type of insurance you will want to acquire will depend on the reason for the acquisition and your unique set of circumstances. Let SFI show you how our services help clients manage risk through the assessment, acquisition and ownership of insurance products.

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Sampers Financial Inc.: Services We Offer - corpPlanIntro

This process has helped our clients develop successful exit and succession strategies that achieve their ultimate exit planning goals - the successful transfer or sale of their business. Success in today's competitive landscape requires owners and management to be proactive about both running their business today and planning for tomorrow.


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Sampers Financial Inc.: Services We Offer - investmentIntro

We provide access to proprietary portfolio monetization strategies, alternative investments and investment vehicles that could help to reduce, defer, or eliminate income tax consequences. We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance.Planning for the future begins today.


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Sampers Financial Inc.: Services We Offer - familiesIntro

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