Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Living Will & Durable Power of Attorney
Life insurance planning is only part of the process of preparing for the future of those you love when you are no longer in the picture. Having a living will and power of attorney (P.O.A) in place is also an important part of retirement planning.
A living will outlines your wishes for end-of-life medical decisions and a P.O.A grants authority to another person to make medical decisions on your behalf if you become incapacitated. With these documents in place, you can ensure that your wishes are followed and that important decisions can be made quickly and in your best interests.
Without these documents and proper life insurance and estate planning, there is potential for conflict and confusion amongst family members, who may not agree on how to proceed with your final wishes.
It's important to work with a qualify attorney and insurance professional to start the planning process. If you don't have an attorney and want to start the process, you might consider this visiting this website. If you are considering life insurance or estate planning, reach out to us today, you'll be glad you did.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.
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A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.
Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.