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Don't let the work of a lifetime be destroyed by poor planning. We can help you protect yourself and your family.
David Lerner Associates offers a variety of financial products and services designed to protect your family, your business, your assets and your income. Here are just some of the products and services available to you:
- Life Insurance
- Long Term Care Insurance
- Estate Preservation Strategies
- Mortgage Protection
- Disability Income Insurance
Free Financial Needs Evaluation
We invite you to take advantage of our complimentary, no obligation, financial check-up. Topics covered include:
- Protecting your family
- Preserving your lifestyle
- Evaluating current and future insurance needs
- Providing for long-term care needs
FREE PORTFOLIO REVIEW