How We Serve
The way we serve defines the legacy we help you build.
How we serve at Fortified Lineage begins with a holistic approach to planning that includes life insurance, long term care, income annuities, income disability insurance, and estate planning. Like strong walls that have stood the test of time, our strategies are designed to protect and guide individuals, families, and business owners for the road ahead. With trust at the center, we help you move forward with clarity and confidence.
Strength Today, Security Tomorrow
The right protection ensures your family is cared for today, while guaranteed income creates stability for the years ahead. Together, they form the cornerstone of a strong financial foundation.
Life Insurance
Life insurance: because your family deserves more than just memories, and you deserve to avoid being “that person” who forgot to plan. It is about securing their future while you are still writing your story. At Fortified Lineage, we focus on solutions that matter most for families, including term life insurance for larger protection during critical years and final expense insurance to ease the burden of funeral and end of life costs.
Disclaimer: Premiums depend on age and health at the time of application. Coverage amounts and availability may vary by carrier and state.
Income Annuities
Annuities: the only place where money still shows up even when you do not. No alarm clocks, no bosses, just guaranteed income that keeps coming while you enjoy life on your terms. It is about creating steady cash flow you cannot outlive. At Fortified Lineage, we partner with leading carriers to recommend solutions aligned with your financial goals, so you can feel confident about income that supports today and tomorrow.
Disclaimer: Annuity guarantees are backed by the claims paying ability of the issuing insurance company. Product availability and features may vary by carrier and state.
According to Investopedia, income annuities provide guaranteed payments for life or for a set period of time, making them one of the most reliable ways to turn savings into lasting retirement income. Source: Investopedia – What Is an Annuity?
Prepared for Life’s What-Ifs
Life rarely goes according to plan. Having a plan in place for health needs and income protection means you can face uncertainty with confidence.
Long Term Care
Long term care planning: because your kids love you… but not that much. Let’s make sure your future care does not become their full time job. The reality is that costs can be significant, and without planning, families often shoulder the responsibility. According to NerdWallet, nearly 70% of adults age 65 and older will need some form of long term care, which makes early planning essential. Source: NerdWallet – Long-Term Care Insurance Explained
Disclaimer: Long term care insurance products and features may vary by carrier and state. Coverage may be subject to underwriting and eligibility requirements..
Income Disability
If your paycheck took a sick day, what would your plan B be? Disability income insurance says, “I got you,” when life tries to hit pause on your income. Protecting your ability to earn may be the most important financial step you take. NerdWallet reports that about 1 in 4 workers will experience a disability before retirement age, making income protection a cornerstone of financial planning. Source: NerdWallet – Disability Insurance Explained
Disclaimer: Disability income insurance is subject to underwriting, product availability, and state variations. Benefit amounts and definitions of disability differ by policy and carrier.
A Plan Today, Peace of Mind Tomorrow
More than two thirds of Americans do not have a will. Estate planning helps ensure your family is protected and not left guessing.
Estate Planning
Estate planning does not have to be overwhelming. With the right plan and trusted partners, you can protect your family, reduce stress, and create lasting clarity. The truth is that most adults in the United States have not even completed a basic will. The good news is that thoughtful planning does not have to drain your wallet, and the peace of mind it provides is priceless compared to leaving loved ones with uncertainty.
Through Fortified Lineage’s partnership with Encore Estate Plans, clients can access an easy-to-use online platform that helps create wills, trusts, and essential estate documents. While we do not provide legal or tax advice, we connect you to trusted resources that make the process simple, secure, and affordable.
Source: Investopedia – Most Americans Know Having a Will is Important, Yet Less Than a Third Have One
Disclaimer : Fortified Lineage Insurance Agency is not a law firm and does not provide legal or tax advice. All legal services and document preparation are provided through Encore Estate Plans and its network of independent attorneys. Availability and scope of legal services vary by state.
Strength in Times of Uncertainty
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