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Serving Connecticut and Rhode Island since 1998.

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What is an Irrevocable Funeral Trust?

An 'Irrevocable Funeral Trust' is a trust you create for your final expenses. It is a single premium life insurance policy that is offered by a select group of insurance companies - placed into your 'Trust' for safe-keeping until you pass away. Because the policy itself is owned by your 'Irrevocable Funeral Trust', it offers tax-free benefits, protection from inflation, and can be shielded from confiscation by Medicaid or nursing homes. Click here for more information on a Funeral Trust.

Medical
Consumer Driven Benefits, Individual or business plans are available from a number of providers to insure your quality care at an affordable premium.  For a quote e-mail bridget@mysticshorefg.com.
 

Retirement 
Ask how Life Insurance, Fixed or Fixed Indexed Annuities, Roth IRA Conversions, Stretch IRAs and Beneficial IRAs can
help you attain peace of mind and security in retirement.
will@mysticshorefg.com  

Call us today to get together and find out what plans are just right for you! 

MYSTIC SHORE FINANCIAL GROUP

Phone numbers:  (860) 857-5165

                            (860) 984-6762

Shewville Road  Ledyard CT 06339

PO Box 706  Old Mystic  CT  06372

bridget@mysticshorefg.com

will@mysticshorefg.com