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Mortgage protection is a type of insurance that safeguards homeowners and their families by providing financial coverage in the event of the borrower's death, disability, or critical illness. It aims to pay off or cover the outstanding mortgage balance, ensuring that loved ones can remain in their home without the burden of mortgage payments during challenging times.
An annuity is a retirement income option where an individual makes regular payments to an insurance company or financial institution in exchange for a guaranteed income stream in the future. It provides a way to convert a lump sum or ongoing contributions into a steady income during retirement. The annuity can be structured to pay out for a fixed period or for the rest of the individual's life, providing financial stability and peace of mind during retirement years.
Estate planning is the process of arranging and organizing one's assets and affairs to ensure the smooth transfer of wealth and property to intended beneficiaries upon death. It involves creating legally binding documents, such as wills, trusts, and power of attorney, to determine how assets will be distributed, minimize taxes, and provide for the care of dependents. Estate planning aims to protect and preserve one's wealth while ensuring that their wishes are carried out and their loved ones are provided for according to their intentions.
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