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Insurance & Fixed Annuities

Help make sure your family’s financial future is secure with one of our term life or permanent life insurance policies. Our insurance specialists can help you choose which one is right for you and your family.

We can also help you protect your assets and give you more control over how and where you receive care with long term care insurance. We will review all your options, show you how the coverage works, and help you choose a policy that best meets your needs and budget.

A fixed annuity is a unique planning alternative that puts your savings to work over the long term with tax-deferred earnings.* Contributions to a fixed annuity are made on an after-tax basis (unless the annuity is in a qualified plan or deductible traditional IRA), but the interest on the contributions accumulates tax-deferred until the time when the money is distributed.

*We do not provide tax advice. Consult your tax advisor.

Brokerage Services

Whether you are looking to protect your assets, invest for educational and retirement needs or to just simply grow your net worth, MNB Wealth Management can provide a wide variety of options, including variable annuities, mutual funds, college funding plans, and 401K plan assistance.

 BrokerCheck by FINRA

MNB Wealth Management is a trade name of The Milford National Bank and Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA / SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and The Milford National Bank and Trust Company are not affiliated.

 

 

 

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