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Lifeworth insurance agency

Plan Today, Prosper Tomorrow with Lifeworth Insurance Retirement Services

Start planning today and ensure peace of mind for you and your loved ones. Contact us now to take the first step toward a prosperous retirement.

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Schedule your consultation with us now and take the first step towards enjoying the best years of your life with confidence and security.


Schedule Appointment

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Secure your peace of mind and financial future today with the help of Lifeworth Insurance Agency. Our expert team will create a personalized insurance plan tailored to your unique needs, ensuring comprehensive coverage and maximum benefits.

(954) 834-5433
  • Comprehensive Options
  • No-cost Services
  • Expert Guidance
  • Ongoing Support
  • Carriers
  • Easy Enrollment

Lifeworth Insurance services

Simple, Affordable Solutions for Lifelong Income and Legacy Protection

Lifeworth Insurance Agency offers comprehensive retirement services designed to provide you with lifelong financial security and peace of mind. Our tailored solutions include permanent life insurance and annuities, ensuring a steady income throughout your retirement years. We simplify the process, making it affordable and straightforward, so you can focus on enjoying your golden years without financial stress. With Lifeworth, you can protect your legacy, provide for your loved ones, and achieve the retirement lifestyle you’ve always envisioned. Let our experienced team help you build a secure and prosperous future today.

Experience Guaranteed Lifetime Income Options

Protect your legacy, provide for your loved ones, and achieve the retirement lifestyle you’ve always envisioned

60%

Retirees who used permanent life insurance products experienced a lower overall tax burden during retirement, preserving more of their wealth for future needs.

30%

According to the IRS, tax-deferred investments can grow up to 25-30% more over a 30-year period compared to taxable investments.

85%

According to LIMRA, policyholders use life insurance as a tool to leave a financial legacy, with beneficiaries receiving an average payout of $100,000, significantly easing financial burdens during difficult times.

jumpstart your financial security with lifeworth insurance

3 Easy Steps to Get Started

Step 1

Learning About You

During this phase, it’s essential to gather comprehensive information to tailor the best solutions for your needs and goals.

Topics include:

  • Current Coverage
  • Financial Situation
  • Goals and Priorities
  • Retirement Plans
  • Long-term Care Needs
  • Concerns and Challenges

Step 2

Creating a Plan

In this step, we build a tailored insurance plan that fits your unique needs, goals, and financial situation, ensuring comprehensive coverage.

During this step, we:

  • Identify Coverage Needs
  • Set Financial Security Goals
  • Explore Plan Options
  • Compare Costs
  • Customize Coverage

Step 3

Activate

In the final step, we execute the enrollment process for the selected insurance plans ensuring everything is in place and functioning smoothly.

Protect against financial risk:

  • Put Your Plan in Motion
  • Ongoing Guidance
  • Scheduled Reviews
  • Access Our Expert Staff
  • Enjoy Peace of Mind

Book an Appointment Now

We are an independent Insurance Broker. Our consultation services are free.

Contact lifeworth insurance agency

Contact Our Team

At Lifeworth Insurance Agency, our goal is ensuring you have the proper coverage for you and your loved ones. Contact us today to learn more about how we can help secure your future.

Phone Number

(954) 834-5433

Email Address

contact@lifeworthinsurance.com

Company Address

2881 E Oakland Park Blvd, Fort Lauderdale, FL 33306

See also the tax-free retirement guide.

Related: How to Make Your Retirement Income Last in Florida — how tax-free income fits a complete Florida retirement plan.

Disclosures. This page is general educational information for Florida residents and is not financial, investment, tax, or legal advice, and not a recommendation to buy any product. “Tax-free retirement” refers to strategies such as Roth accounts and cash-value life insurance; with permanent life insurance, income is accessed through policy loans and withdrawals that are generally not treated as taxable income under current tax law, but this is not guaranteed — loans and withdrawals reduce cash value and the death benefit, the policy must stay in force, a policy that lapses or is surrendered with a loan can trigger a taxable event, and the tax treatment depends on the policy meeting IRS requirements and on tax law that can change. Guarantees on annuities and life insurance are obligations of the issuing insurer and depend on its claims-paying ability; these products are not bank products and are not FDIC-insured. Florida residents may be protected up to statutory limits by the Florida Life and Health Insurance Guaranty Association. Consult a tax professional about your situation. Lifeworth Insurance Agency is a trade name of Lifeworth Financial Group LLC, National Producer Number 21228343, licensed in Florida.