Life Planning

Annuities – An annuity can be used as part of a retirement strategy. It’s a product that pays out income and is a popular choice for retirees who want a steady income in retirement.Did you know that your Social Security benefits and employer pensions are examples of annuities? We can help you further understand the benefits.

Funeral Trusts – Having a funeral trust in place can give you peace of mind that your funeral and final expenses will be covered and not left as a debt for your family. An average funeral in Wisconsin can cost $8,000.00 to $10,000.00. A funeral trust can be set up for anyone ages 6 months to 99 years old from $1,000.00 up to $15,000.00. The money is protected from creditors and does not count as an asset when determining Medicaid. Left-over funds go to your estate and/or beneficiaries. Please call us today for a free brochure.

Long Term Care – Do you know which long term care insurance is right for you? We are all living longer and it’s important to feel at ease knowing that you have money for your care when you can no longer take care of yourself or your loved ones.

Retirement Accounts – There are so many retirement accounts out there. We will help you with this important step to securing a better retirement down the road.

We take pride in providing superior support to all of our clients. See what our clients say about us.

I have been with Sturtevant & Associates for a few years. When my husband passed away they were so great in answering any questions I had about insurance and if I had certain papers. I was not sure, and they were there to help out. Steve and Eric have been super. I would recommend them to other people. Great people and staff.
-Gloria Dunlop

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