The Musuneggi Financial Group has a number of “big news” items to share. Check back to this page to learn more throughout 2023!
New Address, Better Access… Same Great Service
On December 1, 2023 we will be relocated to our new office space in Southpointe.
Why are we moving?
The Musuneggi Financial Group is growing:
- Adding new services
- Adding additional associates
So, we’re moving to accommodate our growth.
What you need to know now:
We are still located in our current offices in Manor Oak. The building is undergoing renovations, so if you visit, please heed the signs to safely navigate to our offices.
On December 1, 2023 we will be in our new offices. You can find directions to our new space by clicking here.
We’re not there yet, so stay tuned for more information to come!
Added Services: Insurance Review and Placement
The Musuneggi Financial Group has long provided insurance services for life, disability, and long-term care insurance. Now we’ve added a new associate, Sam Carlson, who will specialize in helping you understand your insurance needs and place the best insurance to protect the people and property you love.
Meet Sam Carlson
Sam Carlson has spent the past 40 years concentrating on life, disability, and long-term care (LTC) insurance. He has earned his LUTCF and CLTC designations and is recognized by the Million Dollar Round Table (MDRT), a global, independent association of the world’s leading life insurance and financial services professionals. Read more about Sam by clicking here.
Is Your Insurance Accurate and Up-to-Date?
A review of your current insurance should be an annual event. Sam will help you walk through an analysis of your coverage and a thorough risk management survey of your needs including:
- An analysis of risks,
- Review of cash flow needs of surviving spouse and/or,
- Review of cash flow needs in case of long-term disability, and
- Other annual income needed.
The benefits of the analysis include a recommendation to maintain current insurance levels/coverages or specific guidance regarding your current and future insurance needs. You will also have a plan for funding care options should you have an extended illness or disability.
Let Sam confirm you have the coverages you need to maintain your or your spouse’s quality of life. Call 412-341-2888 or email Sam. to learn more and schedule a no-obligation analysis session.
More News to Come!
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