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Financial Protection Plan

Definition

A strategy to shield your finances from unexpected events. It combines different tools to keep you secure when challenges arise.

What to consider

  • Understand the additional benefits provided.
  • Review any extra costs or premiums.
  • Align with your long-term retirement goals.

Real world scenarios

  • An employee added a supplemental retirement protection rider to boost his pension benefits.
  • A business owner invested in a plan that provided extra retirement benefits in addition to standard savings.
  • An individual secured supplemental retirement protection to cover potential shortfalls in retirement income.

Related terms

Per Occurrence Limit
Voluntary Benefits
Pre-Existing Condition Exclusion
Insurance Regulation
Legal Expense Coverage

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Insurance & Financial Protection
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