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D.Babecki@DB3InsuranceServices.com
Lakewood Ranch, FL 34202

Life Insurance

Insurance advisor conducting a beneficiary review.
03 Apr 24

Why Beneficiary Reviews Are So Critical…

In financial planning, life insurance stands out as a cornerstone for providing financial security to loved ones in the event of the policyholder’s demise. However, amidst life’s ever-changing landscape, it’s easy for the crucial aspect of beneficiary designations to slip through the cracks. Regular life insurance beneficiary reviews are not…
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Surviving Spouses - Protecting the Surviving Spouse’s Income
08 Feb 24

Protecting the Surviving Spouse’s Income

Retirement is the culmination of years of planning, saving and dreaming of the time when leisure activities take precedence over employment and work-related issues. When that time does actually arrive, thoughts of travel and a long life with no income worries should take priority.  For many, however, those thoughts are…
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Screenshot 2024 01 23 at 6.03.36 PM - Not A “One-And-Done”…
23 Jan 24

Not A “One-And-Done”…

Welcome to 2024! With 2023 now in the rearview mirror, January is the appropriate time to take stock of the previous year, as well as plan ahead for the year upcoming. One of the critical (but often forgotten) topics of review is your life insurance policy. For most, after the…
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month - September is Life Insurance Awareness Month
21 Sep 21

September is Life Insurance Awareness Month

September is Life Insurance Awareness Month (sponsored by LIMRA, ie: Life Insurance Marketing and Research Association) and you’re forgiven if it hasn’t exactly filled you with excitement. After all, who wants to celebrate the eventuality of their own demise? Most of us would rather celebrate a birthday, a raise or…
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