SUBSCRIBE
Enter your Name and Email address to get
the newsletter delivered to your inbox.
Please include name of person that directed you to my online newsletter so I can thank them personally.
Matthew J. Curry, CFP®, ChFC®, CLU®
Financial Planner
CA Insurance Lic. #4305463
Curry Financial Group, Inc.
23 Green Street, Suite 207
Huntington, NY 11743
Phone: 631-927-3322
Cell: 631-332-8774
Fax: 877-840-7821
Email: matt.curry@prudential.com
September/October 2023
Get to Know Your Benefits
Each Fall employee benefits enrollment is a time when executives and even business owners can leverage corporate dollars to provide a base of insurance coverage and retirement savings, both of which should complement the insurance and retirement investing individuals do outside the workplace.
A Benefit Base
While employee benefits may serve only as a beginning for most high net worth individuals, they can prove a cost-effective way to purchase various types of insurance while leveraging tax-deferred or potentially tax-free dollars for retirement investing.Start by enrolling in any benefits that are company-paid — it just makes sense. Some companies will offer life insurance—cost-free—that equals one or more times employees’ salaries. Take advantage of any company contribution made to a qualified retirement plan, such as a 401(k) plan and Health Savings Account. Examine disability income and long term care insurance offerings, too.
Consult your insurance and financial professionals to merge your employer’s benefit offerings into your overall insurance and financial strategies.
1071009-00001-00
CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
Matt Curry is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Curry Financial Group, Inc.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Curry Financial Group, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.