What types of insurance services can we help you with?
Depending on your individual needs, it may be necessary to use an insurance based product. We are not captive to one company, this means we have access to a variety of carriers and products.
These products come with their own fees which will be explained in detail. These products pay a commission, set by the issuing company, which we are happy to disclose upon request.
We offer term & permanent life insurance from a variety of life insurance companies from across the country. Through the process of preparing your financial plan we can help you determine how much life insurance you need, what type is best for your current situation, and which company is best to place the risk with.
Looking to replace lost income in case of partial or total disability? We offer a variety of disability insurance solutions which can be customized based upon your needs which are outlined in your financial plan.
With the average life span of people increasing, statistically many people in retirement will need some level of extended care services in their lifetime. Planning for an extended (long term) care event is certainly something you should consider as part of your greater financial plan.
Have specific questions? Not sure what type of insurance is best? Please contact us for an introductory chat!