Iven Creek Wealth Management
Protecting All Your Tomorrows -- Today!
Iven Creek Wealth Management
Protecting All Your Tomorrows -- Today!
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Helping families protect their income, eliminate debt, and create and maintain wealth
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Whole Life Insurance
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Term Insurance
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Mortgage Protection
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Retirement Planning
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Annuities
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Medicare Supplement
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Medicare Advantage
A Protection Plan Created for Your Needs
When most people think of insurance, they think first of the death benefit associated with that insurance. Today's insurance products provide much-needed protection for so much more, from birth to death and every stage of life in-between. I will work with you to determine what type(s) of insurance work best for your particular situation and most importantly, your budget.
Life Insurance
Life Insurance
Did you know? Life insurance can provide your loved ones with peace of mind not only at the time of your passing but also while you are still living? Ask me how life insurance can cover all phases of your life -- from the birth of your children and grandchildren to your golden years as well as meeting the needs of your final expenses so your loved ones don't have to carry that burden.
Retirement Planning
Retirement Planning
401k, 403b/457(b), Roth IRA, Profit-Sharing, CODA Plans, Deferred Compensation, Taxation Penalties. These are all terms you need to know when planning for retirement. The most important fact you need to know is this: Will you have enough at retirement to cover all your expenses for 10, 20, or 30+ years? You might be surprised how much you will need to continue to live in comfort during your golden years.
Disability Insurance
Disability Insurance
Disability insurance is one of the most important types of insurance needed and unfortunately the least likely to be purchased. What income would you and your loved ones depend on if you should become disabled for six months or more? More bankruptcies are filed due to one or more household earners experiencing a disability that prevents them from working and earning a living to provide for their families.
Contact:
Cheryl L. Dunaway
Two Bala Plaza
Suite 300
Bala Cynwyd, PA 19004
Phone: (267) 667-3075
Toll-Free (800) 667-7149
E-mail: cheryl@icwmgmt.com
Hours of Operation:
Hours of Operation:
Mon-Fri: 9:00am - 5:30pm
Sat: 9:00am - 1:00 pm
Sun: Closed
PA Insurance License # 438448
Also licensed in DE, DC, FL, GA, MD, MI, NJ, OH, TX, and VA