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General Information Request

In our experience, we have found that there are several roadblocks — lack of goals, inappropriate investments, and procrastination — that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. 

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

Annuities

Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.

Long-Term Care Insurance

One of the greatest potential risks faced by America’s elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.

Life Insurance

The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.

These quotes do not guarantee coverage and
actual premiums may differ from the quotes provided

 

The McDaniel Corporation

6156 St. Andrews Road, Ste. 108
ColumbiaSC  29212

 

Phone:

803-750-4848

The McDaniel Corporation 6156 St. Andrews Rd, Ste.108 Columbia, SC 29212  Securities through Capital Investment Group Inc. 100 E. Six Forks Road, Ste. 200, Raleigh NC 27609.
Member FINRA/SIPC. Affiliated with Capital Investment Advisory Services, LLC

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