Insurance Planning

Protecting you, your assets and the ones you love is one of the most important financial decisions we have to make as adults. Insurance transfers the financial risk of life’s events from you to an insurance company. A sound insurance strategy ensures that your financial plan works under, not only the best conditions but helps plan for those what-ifs of life as well.

We offer solutions to fit every situation:

• Whole Life and Term Life Insurance – which one is right for you depends on your personal situation. We offer multiple insurance companies depending on the risk factors in your situation
• Disability Insurance – from multiple carriers to protect your income in case of sickness or injury
• Long Term Care Insurance – in conjunction with whole life insurance and also stand-alone policies from different companies