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Even the best efforts of planning ahead can be sidetracked. To help protect you and your family from financial difficulties that can accompany a death or disability, you need insurance.
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The right coverage choice depends on your objectives. We can help you consider your goals and financial obligations, then provide a comprehensive assessment of your current insurance coverage.
Insurance is a constructive way to protect your future. It can help ensure that your children pay for college, that your spouse will continue to enjoy a comfortable lifestyle, that your estate won’t be diminished by taxes and that you’ll be cared for if you become disabled. You may want to consider whether you have adequate:
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disability insurance |
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survivorship insurance |
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life insurance |
Please note: Morgan Stanley and its Financial Advisors do not offer tax advice. For tax-related questions, please consult with your tax advisor.
Our insurance assessments are not financial planning (unless they are specifically called financial planning). They do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Morgan Stanley. Morgan Stanley will prepare a financial plan at your specific request through Morgan Stanley Financial OutlookSM.
Morgan Stanley Financial Outlook is a service mark of Morgan Stanley and its affiliates.
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