Safeguard Your Family

As you plan and build an estate that will provide for your family and make the most of your assets, we can assist with access to important insurance products such as life insurance, long term care and disability insurance and annuities. We work with leading insurance providers nationwide to find the most cost-effective solutions for each family’s individual circumstances. The knowledgeable professionals with Infinex Investments located at Bridgewater Savings will take the time to learn about your unique needs as they help you build for a successful future. 

•    Annuities

•    Long Term Care Insurance

•    Life Insurance 

Annuities 

Annuities are on the "A" list for many investors because they offer a unique combination of tax-deferred growth potential and a competitive interest rate. In addition, an annuity pays a tax-free death benefit to the beneficiary of the annuity. The benefit is always at least as much as the amount invested, minus any withdrawals. We offer annuities through Savings Bank Life Insurance and other carriers.¹

Long Term Care & Disability Insurance

Help protect your assets against the potential drain of long-term care or permanent disability with insurance offered through Infinex Financial Group. Long-term care and disability plans are designed to provide your family with increased financial strength and independence if you should become permanently disabled or require long-term care in a nursing facility or your home. 

Life Insurance

Insurance options offered through Infinex Investments located at Bridgewater Savings offers a variety of life insurance products designed to protect your loved ones in the event that you are not there to provide for them, with options for every budget and circumstance.

Contact Us About Insurance 

For more information or to request an appointment, please fill out our information request form, stop by our Raynham or Bridgewater Center locations or give us a call at 508-884-5778.

1  Annuities and insurance products are guaranteed, underwritten and issued exclusively by the respective insurance companies. All guarantees are subject to the claims paying ability of the insurance company. Surrender penalties may apply for early withdrawal. A 10% IRS penalty may apply for withdrawals prior to age 59 1/2. An annuity does not provide any additional tax benefit when purchased inside of another retirement account. IRAs are tax-advantaged accounts, and a variable annuity will not provide additional tax savings.