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INVESTMENTS

Life Insurance

Use our tools to help plan for your future.

How Much Life Insurance Will I Need?

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This step may require the purchase of a life insurance policy to help ensure that your family’s needs will continue to be met after your death.

Calculate

Answer the questions and submit to calculate your results

Review

Use the analysis to review your results and download your custom report

Connect

Fill out the form and connect with our advisor to discuss your analysis



Waleed Khan
Financial Advisor

Generations Investment Group

Call to schedule an appointment!

210-584-2730

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Generations Federal Credit Union and Generations Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Generations Investment Group, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Generations Federal Credit Union or Generations Investment Group. Securities and insurance offered through LPL or its affiliates are:

 

 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For additional information, please visit www.lpl.com/CRS