Heathspan Longevity Financial Planning

Did you know that aside from providing financial protection for yourself, your business and your family, insurance and annuity products can provide…

  • Tax free income strategies - Retirement benefits

  • Lifetime income - Estate planning

  • Principal growth & protection - Investment ability

  • College payment planning - Wealth management

  • The ability to be your own bank - Mitigate business & longevity risk

 

Are you financially prepared for the upcoming retirement boom? We can provide you options to insure your life for inevitable events and financially protect your family. We are here to honestly & accurately help explain options, be efficient with your time and get you qualified for the best & most cost effective products that fit your lifestyle.

See our list of products and partners below.

 

PRODUCTS:
- Life Insurance (Whole, Term, IUL)
- Annuities (Immediate or Deferred)
- Living Benefit (AD&D, Critical Illness)
- Mortgage Protection, Children’s policies
- Reverse Mortgage



Certified Insurance Consultant

Thomas is a Licensed Independent Agent for several top rated Insurance Carriers and can assist you with best-in-class product ideas that can provide retirement financial planning, tax free lifetime income, living benefits, debt elimination, etc. to help you reach your goals.

Reach out to discuss your interests & options…

tom@tks-insurance.com   

203-609-3250

CLICK HERE TO SCHEDULE A CALL!

 

Thomas A. McCloskey

NIPR LIC# 21050736