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Insurance Planning

003-generationsStudies show that a large portion of the population is not properly insured. More often than not people simply do not understand their need for insurance and the benefits it can provide.   An accident, serious illness, or sudden death can be catastrophic even to the most well laid out financial plan. It is this reason that we take the time to thoroughly explore the risks our client face as well as provide solutions. We offer a wide array of insurance products to meet the needs of our clients. 

Some of the types of products we offer are: 

  • Life Insurance
  • Life Insurance without a medical exam
  • Guaranteed Issue Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Health Insurance – Individual as well as Group

Due to our independent structure we obtain these products from a variety of sources, this allows us to bring you the very best options to meet your personal needs. Rates can vary widely amongst carriers this is why having a deep product mix can really benefit you when making a purchase.

Some of the many services we provide:

  • Asset Protection Plans
  • Uses of Trusts
  • Beneficiary Designations
  • Life Insurance Options for Terminally ill
  • Flexible Spending Accounts
  • How much Life Insurance do you need?
  • Ownership Decisions
  • Use of Annuities