More than 1 in 4 workers today will experience a short- or long-term disability at some point before they retire.*


Things to consider

Even though you’re in the prime of your career, with the ability to take on investment risk, you still have responsibilities and need to protect your income from the “what if’s” in life.

A person holding an umbrella

Ensure income continuity

Would your family be financially protected if you suddenly couldn’t work? Do you have adequate life and disability protection?

A briefcase

Manage taxes

Make sure your beneficiaries for your assets and a trusted contact is in place.  

A safe

Shield your business

From key man insurance to a life insurance funded partner buy-sell agreement, make sure you’re protecting your business assets.

Institutional Banking

Diversify concentrated stock holdings

Holding a concentrated stock position might mean taking on unnecessary investment risk. Consider diversifying your portfolio.

*Social Security Administration, 2019 Fact Sheet

What to ask your Janney Financial Advisor

  • How much life insurance coverage do I need to replace my family’s income?
  • Are there ways to reduce my investment risk without sacrificing too much growth potential?
  • How do I decide who should be named beneficiary of each of my assets?
  • As a business owner, how can I better protect this important asset?

Talk with a Janney Financial Advisor

You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.

Find a Financial Advisor 

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