Matthew Saunders

Plain and simple… Trust has to be earned. And we want the chance to earn yours; which is why Retirement Planning Specialist Matt Saunders offers a complimentary initial consultation including a comprehensive portfolio analysis and summary of recommendations, followed by an additional appointment to discuss a strategy for implementation, specific to your financial planning needs.

Contact Info
Matthew Saunders
Resident license: 722266
Licensed states:
Alaska Arizona Arkansas California Colorado Connecticut Florida Georgia Idaho Illinois Indiana Kentucky Maryland Massachusetts Michigan Nevada New Mexico New York North Carolina Ohio Oklahoma Oregon Pennsylvania Tennessee Texas Utah Virginia Washington
Recommendations
2
  • Matt called us regarding mortgage insurance, he explained the different types of mortgage protection and was very conscious of our budget. It feel good knowing if anything were to happen to me or my husband our home would be one less thing to worry about. Thank you Matt Saunders

  • no complaints. very good.

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If your parents are nearing retirement, you might find yourself beginning to wonder what their plan is for living off of their savings — or if they even have any savings to live off of.According to a 2020 AARP report, al...
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LTC
• 11 min read
To purchase a long-term care policy, you will fill out an application and answer any questions. The insurer may ask for your medical records and interview you by phone or face to face. You will then choose the amount of coverage you desire. You begin...
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What is an IUL? An IUL is a type of permanent life insurance, meaning it can accumulate cash value and provide a death benefit. Like other types of whole life policies -- including universal life insurance and variable universal life insura...
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I recently received another communication from a life insurance company looking to purchase back from the policy owner a life insurance policy issued years earlier. Offers like this happen periodically, but this is the first time I’ve seen it fr...
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LTC
• 11 min read
When you are diagnosed with lung cancer, you may want to explore options for covering expenses that might arise as you need assistance in your daily life. This might be a home health aide, assisted living, or nursing home care. These are all forms of...
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LTC
• 11 min read
Those nearing retirement have many factors to consider, but by making a few financial decisions early on, you can protect yourself from the risks that lie ahead. Begin thinking about long-term care, medical insurance, and retirement spending before s...
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LIFE
• 11 min read
For many people, being a homeowner is the greatest achievement in life. But if you become disabled or suddenly pass away, your family could fall behind on mortgage payments, eventually leading to foreclosure.However, some safeguards ca...
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BUSINESS
• 11 min read
Small business owners should look at their insurance policies and determine how well covered they’d be in the event of a natural disaster.Damage from tornadoes and the wind and rains of hurricanes are covered by standard business insurance policies....
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BUSINESS
• 11 min read
With earthquakes in California and Hurricane Barry striking states along the Gulf of Mexico and in the Midwest, small business owners should look at their insurance policies and determine how well covered they’d be in the event of a natural disaster....
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LIFE
• 11 min read
Life insurance benefits your loved ones when the inevitable happens. While it can be tough to think about your own demise, choosing the right term or whole life insurance policy can protect your household and allow you to leave a legacy to those you...
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