Insurance Services

Insurance can make an enormous difference in how clients allocate funds — to help manage the risks associated with other areas of a portfolio.

Feliciano Financial Group’s professionals are dedicated to preserving the assets and financial confidence of individuals. We provide a wide range of annuities , life insurance, long-term care and disability products through some of the nation’s leading issuers. Annuities and insurance platforms offer several benefits including flexibility, tax-deferred growth, estate planning assistance and fixed or variable retirement income.

Arriving at the best decision requires the advisor and client to discuss the client’s needs and investment profile, particularly as they relate to long-term objectives and risk appetite.

Structured in the right combination, life insurance can offer a sure way to transfer financial legacies via a death benefit with tax efficiencies and cash value growth potential.

For instance, while the overarching value of life insurance is the death benefit as a source of income replacement, some policies also have features that can be used to help consumers manage the risk and preserve wealth from the effect of taxes, market volatility and longevity. Certain policies also have an investment component that, structured the right way, may accumulate a cash value.

Today, it’s essential that everyone has insurance. But the important question is, what insurance best suits your needs?

The most suitable way to decide on a personalized insurance plan, is to speak to a qualified Financial Advisor. That’s because the kind of insurance you’ll need depends on numerous factors. And our Financial Advisors can expertly guide you through the process of identifying individual and healthcare insurance plans that are tailored to your unique situation.

Contact a representative today and schedule an appointment to discuss your insurance needs.

Call us on 903.533.8585

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Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 9:00 AM - 4:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

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